+4,092.9%
AAPL vs KKR
+1,637.1%
+2,455.9%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | +0.2% |
| 7D | -3.0% | -2.2% | -0.8% | -2.2% |
| 30D | +2.3% | +0.3% | +2.0% | +1.9% |
| 3M | +8.6% | +8.8% | -0.2% | +4.9% |
| 6M | +21.6% | +14.9% | +6.7% | +14.5% |
| YTD | +16.3% | -17.9% | +34.2% | +22.0% |
| 1Y | +35.1% | -23.7% | +58.7% | +44.4% |
| 3Y | +79.4% | +69.1% | +10.3% | +37.3% |
| 5Y | +109.8% | +72.6% | +37.3% | +54.3% |
| 10Y | +1,237.1% | +728.2% | +508.8% | +483.8% |
| All | +4,092.9% | +1,637.1% | +2,455.9% | +1,345.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling