+638.9%
INTC vs KKR
+1,664.4%
-1,025.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -1.9% | +10.9% | +9.7% |
| 7D | +17.4% | -0.6% | +18.1% | +17.6% |
| 30D | +2.8% | +3.0% | -0.3% | +1.3% |
| 3M | -5.3% | +13.6% | -18.9% | -10.3% |
| 6M | +140.6% | +16.2% | +124.4% | +124.0% |
| YTD | +183.1% | -16.6% | +199.7% | +196.4% |
| 1Y | +326.8% | -23.2% | +350.0% | +358.1% |
| 3Y | +179.4% | +71.7% | +107.7% | +119.4% |
| 5Y | +111.7% | +74.8% | +36.9% | +59.6% |
| 10Y | +253.8% | +711.6% | -457.7% | +60.8% |
| All | +638.9% | +1,664.4% | -1,025.5% | +152.4% |
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