+151.4%
ADBE vs KKR
+710.9%
-559.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.3% |
| 7D | -5.4% | -6.2% | +0.8% | -2.6% |
| 30D | -2.5% | -8.9% | +6.3% | +1.7% |
| 3M | +15.3% | +6.3% | +9.0% | +11.5% |
| 6M | -7.8% | +16.5% | -24.3% | -14.9% |
| YTD | -27.9% | -20.3% | -7.7% | -21.7% |
| 1Y | -28.0% | -29.8% | +1.7% | -17.7% |
| 3Y | -55.3% | +63.2% | -118.5% | -68.7% |
| 5Y | -61.7% | +68.0% | -129.7% | -74.4% |
| All | +151.4% | +710.9% | -559.5% | -7.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling