+473.9%
AZN vs KKR
+1,586.8%
-1,112.9%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.3% |
| 7D | -1.6% | -6.2% | +4.6% | -0.5% |
| 30D | +1.1% | -8.9% | +9.9% | +2.5% |
| 3M | -12.1% | +6.3% | -18.4% | -13.4% |
| 6M | -17.1% | +16.5% | -33.6% | -19.9% |
| YTD | -12.0% | -20.3% | +8.3% | -9.4% |
| 1Y | -0.2% | -29.8% | +29.6% | +4.7% |
| 3Y | +26.8% | +63.2% | -36.4% | +9.3% |
| 5Y | +56.9% | +68.0% | -11.1% | +30.2% |
| 10Y | +226.7% | +704.3% | -477.6% | +85.8% |
| All | +473.9% | +1,586.8% | -1,112.9% | +150.8% |
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