+1,278.0%
AAPL vs KKR
+710.9%
+567.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.7% |
| 7D | +3.8% | -6.2% | +10.0% | +6.3% |
| 30D | +9.9% | -8.9% | +18.8% | +13.6% |
| 3M | +12.5% | +6.3% | +6.2% | +9.0% |
| 6M | +27.6% | +16.5% | +11.2% | +18.4% |
| YTD | +22.6% | -20.3% | +42.8% | +30.8% |
| 1Y | +45.0% | -29.8% | +74.8% | +61.8% |
| 3Y | +87.8% | +63.2% | +24.6% | +36.1% |
| 5Y | +128.7% | +68.0% | +60.7% | +55.9% |
| All | +1,278.0% | +710.9% | +567.1% | +423.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling