+322.1%
IVV vs KKR
+703.2%
-381.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.1% | +0.1% |
| 7D | -0.4% | -2.2% | +1.8% | +0.4% |
| 30D | -1.4% | +0.3% | -1.6% | -1.7% |
| 3M | +3.7% | +8.8% | -5.1% | +0.1% |
| 6M | +13.0% | +14.9% | -1.9% | +6.4% |
| YTD | +12.4% | -17.9% | +30.3% | +18.4% |
| 1Y | +18.6% | -23.7% | +42.3% | +27.4% |
| 3Y | +78.1% | +69.1% | +9.0% | +34.1% |
| 5Y | +82.3% | +72.6% | +9.7% | +29.9% |
| 10Y | +322.1% | +728.2% | -406.1% | +71.0% |
| All | +322.1% | +703.2% | -381.1% | +71.0% |
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