+379.9%
CSCO vs KKR
+710.9%
-331.0%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.2% | +4.2% | +4.3% |
| 7D | +2.7% | -6.2% | +8.9% | +4.8% |
| 30D | -9.5% | -8.9% | -0.6% | -7.1% |
| 3M | -7.6% | +6.3% | -13.9% | -10.1% |
| 6M | +44.9% | +16.5% | +28.4% | +36.3% |
| YTD | +47.7% | -20.3% | +67.9% | +55.8% |
| 1Y | +69.1% | -29.8% | +98.9% | +85.2% |
| 3Y | +113.5% | +63.2% | +50.3% | +65.7% |
| 5Y | +122.8% | +68.0% | +54.8% | +62.3% |
| All | +379.9% | +710.9% | -331.0% | +94.7% |
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 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