+76.9%
IVV vs KKR
+62.9%
+14.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.8% | -3.2% | -1.1% |
| 7D | -0.6% | +5.1% | -5.7% | -1.8% |
| 30D | -3.7% | +10.9% | -14.5% | -6.3% |
| 3M | -2.7% | -2.9% | +0.1% | -2.4% |
| 6M | +2.2% | -1.2% | +3.5% | +1.9% |
| YTD | +10.9% | -20.4% | +31.3% | +16.5% |
| 1Y | +11.3% | -15.4% | +26.7% | +14.6% |
| 3Y | +76.9% | +61.9% | +15.0% | +58.8% |
| All | +76.9% | +62.9% | +14.0% | +58.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling