+29.9%
AAPL vs KKR
-12.5%
+42.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +5.6% | -0.3% | +4.6% |
| 7D | +1.7% | +8.9% | -7.3% | +0.6% |
| 30D | +5.0% | +12.7% | -7.7% | +3.5% |
| 3M | +13.1% | -6.2% | +19.2% | +13.8% |
| 6M | +26.5% | -1.5% | +28.0% | +26.2% |
| YTD | +28.9% | -20.1% | +49.0% | +30.9% |
| 1Y | +29.9% | -13.7% | +43.6% | +29.3% |
| All | +29.9% | -12.5% | +42.4% | +29.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling