+1.4%
AVGO vs KKR
-26.9%
+28.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.3% |
| 7D | +1.1% | -6.2% | +7.3% | +2.4% |
| 30D | -13.0% | -8.9% | -4.1% | -11.5% |
| 3M | -6.0% | +6.3% | -12.2% | -7.8% |
| 6M | +6.4% | +16.5% | -10.1% | +2.3% |
| YTD | +5.0% | -20.3% | +25.2% | +10.5% |
| 1Y | +1.4% | -29.8% | +31.2% | +6.4% |
| All | +1.4% | -26.9% | +28.3% | +6.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling