+2,770.9%
AVGO vs KKR
+710.9%
+2,060.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.2% |
| 7D | +1.1% | -6.2% | +7.3% | +4.4% |
| 30D | -13.0% | -8.9% | -4.1% | -9.2% |
| 3M | -6.0% | +6.3% | -12.2% | -10.0% |
| 6M | +6.4% | +16.5% | -10.1% | -3.9% |
| YTD | +5.0% | -20.3% | +25.2% | +14.3% |
| 1Y | +1.4% | -29.8% | +31.2% | +17.3% |
| 3Y | +336.8% | +63.2% | +273.6% | +215.5% |
| 5Y | +698.2% | +68.0% | +630.2% | +442.0% |
| All | +2,770.9% | +710.9% | +2,060.1% | +901.3% |
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