+39.7%
GOOG vs KKR
-26.9%
+66.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.5% |
| 7D | 0.0% | -6.2% | +6.2% | +1.2% |
| 30D | -2.0% | -8.9% | +6.9% | -0.4% |
| 3M | -5.9% | +6.3% | -12.1% | -7.2% |
| 6M | +8.9% | +16.5% | -7.6% | +6.4% |
| YTD | +7.1% | -20.3% | +27.4% | +10.0% |
| 1Y | +39.7% | -29.8% | +69.5% | +48.2% |
| All | +39.7% | -26.9% | +66.6% | +48.2% |
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 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