+230.0%
IBM vs KKR
+1,697.8%
-1,467.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.8% | +1.9% | +0.6% |
| 7D | -0.3% | -0.9% | +0.6% | -0.1% |
| 30D | +0.3% | +2.2% | -1.9% | -0.4% |
| 3M | -21.6% | +13.1% | -34.7% | -24.5% |
| 6M | -4.7% | +15.3% | -20.0% | -8.8% |
| YTD | -19.1% | -15.0% | -4.1% | -16.0% |
| 1Y | -2.5% | -21.0% | +18.5% | +2.7% |
| 3Y | +74.2% | +76.7% | -2.6% | +42.3% |
| 5Y | +113.1% | +74.3% | +38.8% | +67.2% |
| 10Y | +133.5% | +753.7% | -620.2% | +13.7% |
| All | +230.0% | +1,697.8% | -1,467.8% | +21.6% |
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 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