-13.7%
KKR vs ELV
+42.6%
-56.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +4.9% | +0.6% | +5.0% |
| 7D | +8.9% | +4.8% | +4.2% | +8.4% |
| 30D | +12.7% | +10.1% | +2.6% | +11.7% |
| 3M | -6.2% | +15.4% | -21.5% | -7.3% |
| 6M | -1.5% | +17.7% | -19.3% | -3.8% |
| YTD | -20.1% | +25.7% | -45.7% | -22.6% |
| 1Y | -13.7% | +39.9% | -53.6% | -18.1% |
| All | -13.7% | +42.6% | -56.3% | -18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 ELV 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