+44.6%
GOOG vs KKR
-20.0%
+64.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.8% | -0.7% |
| 7D | -2.1% | -0.9% | -1.3% | -2.0% |
| 30D | -6.8% | +2.2% | -9.0% | -7.3% |
| 3M | -9.1% | +13.1% | -22.2% | -11.3% |
| 6M | +10.7% | +15.3% | -4.5% | +7.9% |
| YTD | +7.1% | -15.0% | +22.1% | +8.3% |
| 1Y | +44.6% | -21.0% | +65.6% | +47.9% |
| All | +44.6% | -20.0% | +64.6% | +47.9% |
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