-7.3%
DIS vs KKR
-26.0%
+18.7%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.1% | +4.7% | +2.2% |
| 7D | -1.3% | -8.1% | +6.8% | +0.4% |
| 30D | +2.2% | -9.1% | +11.3% | +4.1% |
| 3M | +8.1% | +6.4% | +1.8% | +6.4% |
| 6M | +5.2% | +12.6% | -7.3% | +2.1% |
| YTD | -6.3% | -20.4% | +14.1% | -2.4% |
| 1Y | -7.3% | -27.1% | +19.8% | -4.5% |
| All | -7.3% | -26.0% | +18.7% | -4.5% |
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 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