+314.6%
DIS vs KKR
+1,583.0%
-1,268.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.8% | -2.7% | -1.0% |
| 7D | +4.4% | +5.1% | -0.7% | +2.4% |
| 30D | +10.3% | +10.9% | -0.6% | +5.9% |
| 3M | +15.5% | -2.9% | +18.4% | +16.1% |
| 6M | +11.2% | -1.2% | +12.5% | +10.4% |
| YTD | +5.6% | -20.4% | +26.0% | +12.6% |
| 1Y | +7.7% | -15.4% | +23.2% | +11.9% |
| 3Y | +39.3% | +61.9% | -22.6% | +6.6% |
| 5Y | -29.5% | +38.3% | -67.8% | -44.6% |
| 10Y | +36.3% | +720.6% | -684.4% | -46.8% |
| All | +314.6% | +1,583.0% | -1,268.4% | +15.1% |
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