+35.4%
CVS vs KKR
-20.0%
+55.4%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.4% | -0.5% |
| 7D | +4.0% | -0.9% | +4.8% | +3.9% |
| 30D | -2.4% | +2.2% | -4.6% | -2.2% |
| 3M | +2.7% | +13.1% | -10.4% | +3.5% |
| 6M | +21.9% | +15.3% | +6.6% | +22.6% |
| YTD | +24.7% | -15.0% | +39.8% | +27.0% |
| 1Y | +35.4% | -21.0% | +56.4% | +37.2% |
| All | +35.4% | -20.0% | +55.4% | +37.2% |
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