+51.2%
JNJ vs KKR
-12.5%
+63.7%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +5.6% | -1.8% | +3.9% |
| 7D | +1.9% | +8.9% | -7.0% | +2.2% |
| 30D | +9.2% | +12.7% | -3.4% | +9.7% |
| 3M | +8.9% | -6.2% | +15.1% | +7.9% |
| 6M | +24.6% | -1.5% | +26.1% | +24.3% |
| YTD | +35.7% | -20.1% | +55.7% | +33.8% |
| 1Y | +51.2% | -13.7% | +64.9% | +51.3% |
| All | +51.2% | -12.5% | +63.7% | +51.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling