+20.4%
ABBV vs KKR
-26.9%
+47.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | +0.3% | -6.2% | +6.4% | +0.1% |
| 30D | +3.4% | -8.9% | +12.2% | +3.1% |
| 3M | +15.2% | +6.3% | +8.9% | +15.7% |
| 6M | +14.7% | +16.5% | -1.8% | +15.9% |
| YTD | +15.2% | -20.3% | +35.4% | +13.9% |
| 1Y | +20.4% | -29.8% | +50.2% | +16.7% |
| All | +20.4% | -26.9% | +47.3% | +16.7% |
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