+145.8%
GOOG vs KKR
+62.5%
+83.3%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.5% |
| 7D | 0.0% | -6.2% | +6.2% | +1.6% |
| 30D | -2.0% | -8.9% | +6.9% | +0.2% |
| 3M | -5.9% | +6.3% | -12.1% | -7.6% |
| 6M | +8.9% | +16.5% | -7.6% | +4.4% |
| YTD | +7.1% | -20.3% | +27.4% | +12.1% |
| 1Y | +39.7% | -29.8% | +69.5% | +50.9% |
| 3Y | +145.8% | +63.2% | +82.7% | +95.6% |
| All | +145.8% | +62.5% | +83.3% | +95.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling