+543.9%
ABT vs KKR
+1,637.1%
-1,093.2%
-39.6%
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% | +0.1% |
| 7D | -4.7% | -2.2% | -2.5% | -4.3% |
| 30D | -3.1% | +0.3% | -3.4% | -3.3% |
| 3M | +16.1% | +8.8% | +7.3% | +13.5% |
| 6M | -5.3% | +14.9% | -20.2% | -8.9% |
| YTD | -14.4% | -17.9% | +3.4% | -11.7% |
| 1Y | -18.4% | -23.7% | +5.3% | -14.7% |
| 3Y | +11.2% | +69.1% | -57.9% | -9.3% |
| 5Y | -9.4% | +72.6% | -81.9% | -28.9% |
| 10Y | +209.7% | +728.2% | -518.5% | +59.5% |
| All | +543.9% | +1,637.1% | -1,093.2% | +194.1% |
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 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