-12.7%
CMCSA vs KKR
-20.0%
+7.2%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.4% |
| 7D | -2.1% | -0.9% | -1.2% | -2.0% |
| 30D | +7.0% | +2.2% | +4.9% | +6.8% |
| 3M | +15.1% | +13.1% | +2.0% | +14.0% |
| 6M | -15.4% | +15.3% | -30.6% | -16.7% |
| YTD | -1.9% | -15.0% | +13.1% | +0.2% |
| 1Y | -12.7% | -21.0% | +8.3% | -12.7% |
| All | -12.7% | -20.0% | +7.2% | -12.7% |
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