+855.5%
GLW vs KKR
+1,536.3%
-680.8%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.9% | -5.2% | -4.7% |
| 7D | +7.7% | +1.6% | +6.1% | +7.0% |
| 30D | -18.8% | +14.5% | -33.4% | -23.6% |
| 3M | -27.7% | -15.0% | -12.8% | -23.4% |
| 6M | -44.4% | +1.0% | -45.5% | -45.7% |
| YTD | +31.3% | -22.6% | +53.9% | +40.9% |
| 1Y | +40.0% | -18.2% | +58.3% | +46.8% |
| 3Y | +339.2% | +56.4% | +282.9% | +229.7% |
| 5Y | +229.2% | +29.6% | +199.6% | +156.5% |
| 10Y | +528.4% | +671.3% | -142.9% | +116.6% |
| All | +855.5% | +1,536.3% | -680.8% | +112.1% |
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