+187.2%
ABBV vs KKR
+66.4%
+120.7%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.1% | +4.7% | +1.8% |
| 7D | -2.0% | -8.1% | +6.1% | -1.4% |
| 30D | +2.0% | -9.1% | +11.1% | +2.6% |
| 3M | +14.2% | +6.4% | +7.8% | +13.5% |
| 6M | +14.1% | +12.6% | +1.5% | +12.8% |
| YTD | +14.2% | -20.4% | +34.7% | +15.9% |
| 1Y | +24.2% | -27.1% | +51.3% | +26.8% |
| 3Y | +89.8% | +63.8% | +26.0% | +78.4% |
| 5Y | +187.2% | +67.6% | +119.6% | +156.2% |
| All | +187.2% | +66.4% | +120.7% | +156.2% |
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 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