+358.3%
DELL vs KKR
-26.9%
+385.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.2% | +11.8% | +11.9% |
| 7D | +8.2% | -6.2% | +14.4% | +9.8% |
| 30D | +17.1% | -8.9% | +25.9% | +19.6% |
| 3M | +45.2% | +6.3% | +38.9% | +43.4% |
| 6M | +286.8% | +16.5% | +270.3% | +276.2% |
| YTD | +354.8% | -20.3% | +375.0% | +388.6% |
| 1Y | +358.3% | -29.8% | +388.0% | +385.6% |
| All | +358.3% | -26.9% | +385.2% | +385.6% |
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