+213.1%
GLD vs KKR
+709.2%
-496.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.1% | +1.4% | -1.7% |
| 7D | -3.4% | -8.1% | +4.7% | -3.3% |
| 30D | -1.1% | -9.1% | +8.0% | -1.1% |
| 3M | +5.8% | +6.4% | -0.5% | +5.8% |
| 6M | -17.1% | +12.6% | -29.6% | -17.1% |
| YTD | 0.0% | -20.4% | +20.4% | +0.1% |
| 1Y | +18.2% | -27.1% | +45.3% | +18.4% |
| 3Y | +122.6% | +63.8% | +58.7% | +120.1% |
| 5Y | +137.1% | +67.6% | +69.5% | +133.5% |
| All | +213.1% | +709.2% | -496.1% | +234.7% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling