+252.1%
INTC vs KKR
+710.9%
-458.8%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.5% |
| 7D | +7.5% | -6.2% | +13.6% | +10.4% |
| 30D | +2.0% | -8.9% | +10.8% | +5.9% |
| 3M | -12.0% | +6.3% | -18.3% | -15.0% |
| 6M | +114.5% | +16.5% | +98.1% | +97.0% |
| YTD | +179.0% | -20.3% | +199.2% | +200.1% |
| 1Y | +318.3% | -29.8% | +348.1% | +373.5% |
| 3Y | +171.2% | +63.2% | +108.0% | +104.5% |
| 5Y | +107.6% | +68.0% | +39.6% | +46.9% |
| All | +252.1% | +710.9% | -458.8% | +38.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling