+2,610.6%
GOOG vs KKR
+1,583.3%
+1,027.3%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.1% | +3.7% | +1.7% |
| 7D | -2.5% | -8.1% | +5.6% | +0.3% |
| 30D | -3.6% | -9.1% | +5.5% | -0.6% |
| 3M | -6.4% | +6.4% | -12.8% | -8.9% |
| 6M | +7.8% | +12.6% | -4.8% | +2.6% |
| YTD | +5.5% | -20.4% | +25.9% | +12.0% |
| 1Y | +38.3% | -27.1% | +65.3% | +50.5% |
| 3Y | +143.1% | +63.8% | +79.3% | +87.9% |
| 5Y | +135.0% | +67.6% | +67.4% | +75.3% |
| 10Y | +778.1% | +702.6% | +75.5% | +289.1% |
| All | +2,610.6% | +1,583.3% | +1,027.3% | +813.2% |
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 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