+394.5%
GLW vs KKR
+72.2%
+322.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.6% | +3.1% | +2.0% |
| 7D | +16.9% | -2.2% | +19.1% | +17.6% |
| 30D | +7.0% | +0.3% | +6.7% | +6.3% |
| 3M | -3.0% | +8.8% | -11.8% | -6.6% |
| 6M | +31.0% | +14.9% | +16.1% | +22.8% |
| YTD | +93.4% | -17.9% | +111.3% | +102.8% |
| 1Y | +134.7% | -23.7% | +158.4% | +152.4% |
| 3Y | +471.8% | +69.1% | +402.7% | +335.0% |
| 5Y | +394.5% | +72.6% | +321.9% | +246.5% |
| All | +394.5% | +72.2% | +322.3% | +246.5% |
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