+811.6%
ADBE vs KKR
+1,664.4%
-852.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.9% | -1.6% | -2.7% |
| 7D | -10.1% | -0.6% | -9.4% | -9.8% |
| 30D | -3.0% | +3.0% | -6.0% | -4.3% |
| 3M | +5.0% | +13.6% | -8.6% | -0.9% |
| 6M | -9.3% | +16.2% | -25.5% | -15.6% |
| YTD | -26.5% | -16.6% | -9.9% | -22.1% |
| 1Y | -28.3% | -23.2% | -5.1% | -21.9% |
| 3Y | -54.1% | +71.7% | -125.8% | -66.6% |
| 5Y | -61.2% | +74.8% | -136.0% | -72.6% |
| 10Y | +152.5% | +711.6% | -559.0% | -4.2% |
| All | +811.6% | +1,664.4% | -852.8% | +152.5% |
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