+1.8%
CMCSA vs KKR
-12.5%
+14.3%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +5.6% | -0.6% | +4.3% |
| 7D | +15.2% | +8.9% | +6.3% | +14.1% |
| 30D | +17.0% | +12.7% | +4.3% | +15.5% |
| 3M | +1.2% | -6.2% | +7.4% | +1.5% |
| 6M | -5.5% | -1.5% | -4.0% | -5.6% |
| YTD | -6.5% | -20.1% | +13.5% | -5.1% |
| 1Y | +1.8% | -13.7% | +15.5% | -0.3% |
| All | +1.8% | -12.5% | +14.3% | -0.3% |
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