+10.7%
U vs KKR
+62.2%
-51.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.1% | +2.0% | +1.0% |
| 7D | 0.0% | -8.1% | +8.1% | +5.7% |
| 30D | -4.1% | -9.1% | +5.0% | +1.9% |
| 3M | +57.8% | +6.4% | +51.4% | +49.0% |
| 6M | +103.5% | +12.6% | +91.0% | +84.0% |
| YTD | -4.8% | -20.4% | +15.7% | +9.5% |
| 1Y | -2.4% | -27.1% | +24.7% | +18.3% |
| All | +10.7% | +62.2% | -51.5% | -36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded KKR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling