+695.6%
AVGO vs KKR
+66.4%
+629.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.1% | +0.5% |
| 7D | +1.0% | -8.1% | +9.1% | +5.2% |
| 30D | -13.3% | -9.1% | -4.2% | -9.5% |
| 3M | -2.9% | +6.4% | -9.2% | -7.0% |
| 6M | +5.7% | +12.6% | -6.8% | -2.7% |
| YTD | +4.6% | -20.4% | +25.1% | +14.3% |
| 1Y | -1.6% | -27.1% | +25.4% | +11.7% |
| 3Y | +336.2% | +63.8% | +272.4% | +216.3% |
| 5Y | +695.6% | +67.6% | +628.0% | +445.5% |
| All | +695.6% | +66.4% | +629.2% | +445.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling