+219.2%
CVX vs KKR
+710.9%
-491.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.5% |
| 7D | +2.6% | -6.2% | +8.8% | +4.7% |
| 30D | +9.8% | -8.9% | +18.7% | +12.8% |
| 3M | +16.2% | +6.3% | +9.9% | +13.0% |
| 6M | +13.6% | +16.5% | -2.8% | +6.1% |
| YTD | +44.4% | -20.3% | +64.6% | +52.0% |
| 1Y | +40.6% | -29.8% | +70.4% | +53.8% |
| 3Y | +48.2% | +63.2% | -15.0% | +9.8% |
| 5Y | +172.3% | +68.0% | +104.3% | +85.5% |
| All | +219.2% | +710.9% | -491.7% | +15.8% |
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