+1,037.6%
IGV vs KKR
+1,664.4%
-626.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | 0.0% | -1.0% |
| 7D | -3.3% | -0.6% | -2.7% | -3.0% |
| 30D | 0.0% | +3.0% | -3.1% | -1.4% |
| 3M | +7.3% | +13.6% | -6.3% | +1.2% |
| 6M | +16.7% | +16.2% | +0.5% | +8.7% |
| YTD | -2.8% | -16.6% | +13.7% | +3.3% |
| 1Y | -6.7% | -23.2% | +16.5% | +2.0% |
| 3Y | +41.1% | +71.7% | -30.6% | +5.4% |
| 5Y | +22.0% | +74.8% | -52.8% | -11.9% |
| 10Y | +357.9% | +711.6% | -353.6% | +77.7% |
| All | +1,037.6% | +1,664.4% | -626.8% | +206.1% |
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