+320.8%
CMCSA vs KKR
+1,664.4%
-1,343.6%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | -0.1% |
| 7D | +0.1% | -0.6% | +0.8% | +0.3% |
| 30D | +3.8% | +3.0% | +0.8% | +2.8% |
| 3M | +12.3% | +13.6% | -1.3% | +7.8% |
| 6M | -15.4% | +16.2% | -31.6% | -19.8% |
| YTD | -2.5% | -16.6% | +14.1% | +1.0% |
| 1Y | -13.4% | -23.2% | +9.8% | -8.4% |
| 3Y | -30.4% | +71.7% | -102.1% | -45.3% |
| 5Y | -45.0% | +74.8% | -119.8% | -59.0% |
| 10Y | +10.2% | +711.6% | -701.4% | -52.3% |
| All | +320.8% | +1,664.4% | -1,343.6% | +31.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling