+313.4%
IVV vs KKR
+717.5%
-404.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.1% | +1.6% |
| 7D | -0.9% | -1.3% | +0.4% | -0.5% |
| 30D | -2.3% | +9.3% | -11.7% | -5.6% |
| 3M | -1.2% | -9.8% | +8.7% | +2.0% |
| 6M | +3.3% | +1.0% | +2.3% | +1.9% |
| YTD | +12.3% | -21.1% | +33.4% | +19.6% |
| 1Y | +12.5% | -17.0% | +29.5% | +17.2% |
| 3Y | +79.2% | +60.6% | +18.5% | +37.1% |
| 5Y | +75.6% | +33.6% | +42.0% | +38.6% |
| 10Y | +313.4% | +687.0% | -373.7% | +67.7% |
| All | +313.4% | +717.5% | -404.2% | +67.7% |
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