+25.9%
CSCO vs KKR
-19.3%
+45.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.9% | -7.1% | -6.4% |
| 7D | +1.9% | +1.6% | +0.3% | +1.7% |
| 30D | -15.8% | +14.5% | -30.4% | -17.3% |
| 3M | -15.4% | -15.0% | -0.4% | -13.6% |
| 6M | -5.4% | +1.0% | -6.4% | -6.2% |
| YTD | +26.5% | -22.6% | +49.1% | +28.2% |
| 1Y | +25.9% | -18.2% | +44.1% | +25.1% |
| All | +25.9% | -19.3% | +45.2% | +25.1% |
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