-41.5%
DIS vs KKR
+76.6%
-118.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.6% | +0.5% |
| 7D | -1.1% | -0.6% | -0.5% | -0.9% |
| 30D | +0.1% | +3.0% | -2.9% | -1.2% |
| 3M | +7.1% | +13.6% | -6.6% | +1.4% |
| 6M | +4.3% | +16.2% | -12.0% | -2.6% |
| YTD | -6.9% | -16.6% | +9.6% | -2.0% |
| 1Y | -10.3% | -23.2% | +12.9% | -3.0% |
| 3Y | +32.8% | +71.7% | -38.9% | -4.2% |
| 5Y | -41.5% | +74.8% | -116.3% | -61.9% |
| All | -41.5% | +76.6% | -118.1% | -61.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling