+77.8%
JNJ vs KKR
+62.5%
+15.3%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | -3.5% | -6.2% | +2.7% | -3.7% |
| 30D | +2.3% | -8.9% | +11.2% | +2.1% |
| 3M | +12.0% | +6.3% | +5.7% | +12.3% |
| 6M | +10.5% | +16.5% | -6.0% | +11.0% |
| YTD | +30.4% | -20.3% | +50.7% | +30.3% |
| 1Y | +52.1% | -29.8% | +81.9% | +52.0% |
| 3Y | +77.8% | +63.2% | +14.6% | +64.9% |
| All | +77.8% | +62.5% | +15.3% | +64.9% |
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