+143.3%
DELL vs KKR
-12.5%
+155.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +5.6% | -14.4% | -9.9% |
| 7D | -24.6% | +8.9% | -33.5% | -26.1% |
| 30D | -32.5% | +12.7% | -45.1% | -34.5% |
| 3M | -20.2% | -6.2% | -14.0% | -18.7% |
| 6M | +76.5% | -1.5% | +78.0% | +77.1% |
| YTD | +198.9% | -20.1% | +219.0% | +238.4% |
| 1Y | +143.3% | -13.7% | +157.0% | +161.2% |
| All | +143.3% | -12.5% | +155.8% | +161.2% |
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