+57.7%
AZN vs KKR
+64.7%
-7.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.3% |
| 7D | -1.6% | -6.2% | +4.6% | -0.9% |
| 30D | +1.1% | -8.9% | +9.9% | +2.0% |
| 3M | -12.1% | +6.3% | -18.4% | -12.9% |
| 6M | -17.1% | +16.5% | -33.6% | -18.9% |
| YTD | -12.0% | -20.3% | +8.3% | -10.1% |
| 1Y | -0.2% | -29.8% | +29.6% | +3.2% |
| 3Y | +26.8% | +63.2% | -36.4% | +11.5% |
| All | +57.7% | +64.7% | -7.0% | +36.6% |
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 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