+140.1%
GOOGL vs KKR
+64.7%
+75.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.7% |
| 7D | 0.0% | -6.2% | +6.2% | +2.2% |
| 30D | -1.4% | -8.9% | +7.5% | +1.7% |
| 3M | -5.3% | +6.3% | -11.6% | -7.9% |
| 6M | +9.8% | +16.5% | -6.7% | +3.2% |
| YTD | +8.4% | -20.3% | +28.6% | +15.5% |
| 1Y | +41.2% | -29.8% | +71.0% | +57.0% |
| 3Y | +149.6% | +63.2% | +86.4% | +78.3% |
| All | +140.1% | +64.7% | +75.4% | +61.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling