+45.9%
CSCO vs KKR
-12.5%
+58.4%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.6% | -5.0% | 0.0% |
| 7D | -6.1% | +8.9% | -15.0% | -7.0% |
| 30D | -8.2% | +12.7% | -20.8% | -9.4% |
| 3M | -14.6% | -6.2% | -8.4% | -14.0% |
| 6M | +12.7% | -1.5% | +14.3% | +12.2% |
| YTD | +37.0% | -20.1% | +57.0% | +37.9% |
| 1Y | +45.9% | -13.7% | +59.6% | +45.6% |
| All | +45.9% | -12.5% | +58.4% | +45.6% |
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