+40.1%
GILD vs KKR
-16.4%
+56.4%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.0% | -1.0% | -3.7% |
| 7D | +1.2% | +2.6% | -1.4% | +1.0% |
| 30D | +16.2% | +8.4% | +7.8% | +15.5% |
| 3M | +27.9% | -6.8% | +34.7% | +28.0% |
| 6M | +27.1% | -3.3% | +30.3% | +27.5% |
| YTD | +39.0% | -22.5% | +61.4% | +38.6% |
| 1Y | +40.1% | -16.7% | +56.8% | +38.2% |
| All | +40.1% | -16.4% | +56.4% | +38.2% |
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