+22.8%
IGV vs KKR
+64.4%
-41.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | +0.8% |
| 7D | -5.4% | -8.1% | +2.7% | -1.6% |
| 30D | -2.6% | -9.1% | +6.5% | +1.8% |
| 3M | +10.5% | +6.4% | +4.2% | +6.8% |
| 6M | +18.2% | +12.6% | +5.6% | +10.7% |
| YTD | -4.2% | -20.4% | +16.2% | +4.9% |
| 1Y | -9.8% | -27.1% | +17.2% | +2.1% |
| 3Y | +39.1% | +63.8% | -24.7% | -3.0% |
| All | +22.8% | +64.4% | -41.6% | -18.9% |
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 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