+449.8%
CVX vs KKR
+1,664.4%
-1,214.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.9% | +2.4% | +1.2% |
| 7D | -0.6% | -0.6% | 0.0% | -0.4% |
| 30D | +13.4% | +3.0% | +10.4% | +12.0% |
| 3M | +11.8% | +13.6% | -1.8% | +6.5% |
| 6M | +12.4% | +16.2% | -3.8% | +5.3% |
| YTD | +41.5% | -16.6% | +58.1% | +46.6% |
| 1Y | +41.6% | -23.2% | +64.8% | +49.8% |
| 3Y | +42.2% | +71.7% | -29.5% | +6.9% |
| 5Y | +166.0% | +74.8% | +91.1% | +87.3% |
| 10Y | +207.2% | +711.6% | -504.3% | +18.5% |
| All | +449.8% | +1,664.4% | -1,214.7% | +55.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling