+696.7%
KKR vs BMRN
-29.6%
+726.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BMRN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | -6.2% | -1.3% | -4.9% | -5.8% |
| 30D | -8.9% | -6.5% | -2.4% | -6.8% |
| 3M | +6.3% | +18.3% | -12.0% | -0.1% |
| 6M | +16.5% | +8.9% | +7.6% | +12.1% |
| YTD | -20.3% | +10.5% | -30.8% | -23.9% |
| 1Y | -29.8% | +17.5% | -47.3% | -35.1% |
| 3Y | +63.2% | -27.7% | +90.9% | +75.0% |
| 5Y | +68.0% | -15.8% | +83.7% | +67.1% |
| All | +696.7% | -29.6% | +726.3% | +665.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BMRN.
Daily Out/Under-Performance
Portfolio return minus BMRN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMRN 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 BMRN 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