+20.7%
BMY vs KKR
+62.2%
-41.4%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.1% | -0.7% |
| 7D | -6.4% | -8.1% | +1.7% | -5.6% |
| 30D | +0.2% | -9.1% | +9.3% | +1.1% |
| 3M | +16.0% | +6.4% | +9.6% | +15.2% |
| 6M | +8.3% | +12.6% | -4.2% | +7.0% |
| YTD | +22.2% | -20.4% | +42.6% | +24.3% |
| 1Y | +41.7% | -27.1% | +68.8% | +45.1% |
| All | +20.7% | +62.2% | -41.4% | +9.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling