+50.0%
BMY vs KKR
-20.0%
+69.9%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | 0.0% | -1.7% |
| 7D | +0.4% | -0.9% | +1.2% | +0.4% |
| 30D | +5.0% | +2.2% | +2.9% | +4.9% |
| 3M | +19.4% | +13.1% | +6.3% | +18.5% |
| 6M | +9.5% | +15.3% | -5.7% | +8.6% |
| YTD | +28.1% | -15.0% | +43.1% | +28.3% |
| 1Y | +50.0% | -21.0% | +71.0% | +48.9% |
| All | +50.0% | -20.0% | +69.9% | +48.9% |
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