+113.4%
CSCO vs KKR
+66.4%
+47.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.1% | +1.3% | -1.1% |
| 7D | -1.1% | -8.1% | +7.0% | +1.0% |
| 30D | -10.8% | -9.1% | -1.7% | -8.9% |
| 3M | -9.2% | +6.4% | -15.6% | -11.2% |
| 6M | +39.5% | +12.6% | +27.0% | +34.1% |
| YTD | +41.5% | -20.4% | +61.9% | +47.9% |
| 1Y | +61.0% | -27.1% | +88.0% | +71.5% |
| 3Y | +105.2% | +63.8% | +41.4% | +68.8% |
| 5Y | +113.4% | +67.6% | +45.8% | +64.3% |
| All | +113.4% | +66.4% | +47.0% | +64.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling