+82.2%
IBM vs KKR
+59.0%
+23.2%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.8% |
| 7D | +1.6% | +1.6% | -0.1% | +1.1% |
| 30D | +9.2% | +14.5% | -5.3% | +5.2% |
| 3M | +4.9% | -15.0% | +19.9% | +9.3% |
| 6M | +16.8% | +1.0% | +15.7% | +15.8% |
| YTD | -14.3% | -22.6% | +8.4% | -9.7% |
| 1Y | -16.7% | -18.2% | +1.5% | -13.3% |
| 3Y | +82.2% | +56.4% | +25.8% | +65.0% |
| All | +82.2% | +59.0% | +23.2% | +65.0% |
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