+142.4%
GILD vs KKR
+64.7%
+77.7%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.8% |
| 7D | -4.8% | -6.2% | +1.4% | -4.1% |
| 30D | +5.8% | -8.9% | +14.6% | +6.8% |
| 3M | +14.9% | +6.3% | +8.7% | +14.1% |
| 6M | -0.4% | +16.5% | -16.8% | -2.3% |
| YTD | +18.5% | -20.3% | +38.8% | +21.0% |
| 1Y | +25.1% | -29.8% | +54.9% | +29.6% |
| 3Y | +105.9% | +63.2% | +42.7% | +85.4% |
| All | +142.4% | +64.7% | +77.7% | +106.2% |
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 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