+127.8%
AAPL vs KKR
+64.7%
+63.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.7% |
| 7D | +3.8% | -6.2% | +10.0% | +6.0% |
| 30D | +9.9% | -8.9% | +18.8% | +13.1% |
| 3M | +12.5% | +6.3% | +6.2% | +9.5% |
| 6M | +27.6% | +16.5% | +11.2% | +19.6% |
| YTD | +22.6% | -20.3% | +42.8% | +30.0% |
| 1Y | +45.0% | -29.8% | +74.8% | +60.1% |
| 3Y | +87.8% | +63.2% | +24.6% | +38.5% |
| All | +127.8% | +64.7% | +63.1% | +56.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling