-2.1%
IGV vs KKR
-20.0%
+17.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.8% | -0.4% | -1.6% |
| 7D | -4.5% | -0.9% | -3.6% | -4.2% |
| 30D | +3.2% | +2.2% | +1.1% | +2.4% |
| 3M | +4.5% | +13.1% | -8.5% | 0.0% |
| 6M | +22.1% | +15.3% | +6.9% | +15.9% |
| YTD | -1.0% | -15.0% | +14.0% | +1.2% |
| 1Y | -2.1% | -21.0% | +18.9% | +1.9% |
| All | -2.1% | -20.0% | +17.9% | +1.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling