+6.1%
CMCSA vs KKR
+710.9%
-704.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | -4.9% | -6.2% | +1.3% | -3.1% |
| 30D | -1.1% | -8.9% | +7.8% | +1.5% |
| 3M | +6.6% | +6.3% | +0.3% | +4.3% |
| 6M | -15.5% | +16.5% | -31.9% | -19.9% |
| YTD | -6.7% | -20.3% | +13.6% | -2.0% |
| 1Y | -15.6% | -29.8% | +14.2% | -8.3% |
| 3Y | -33.7% | +63.2% | -96.9% | -47.9% |
| 5Y | -46.6% | +68.0% | -114.6% | -60.6% |
| All | +6.1% | +710.9% | -704.8% | -57.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling