+644.9%
KKR vs EPAM
+158.4%
+486.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.6% | -3.5% | -3.1% |
| 7D | -1.1% | -1.1% | 0.0% | -0.8% |
| 30D | +11.5% | +41.8% | -30.3% | -2.8% |
| 3M | -12.4% | +63.4% | -75.7% | -27.6% |
| 6M | -1.9% | +72.2% | -74.1% | -22.3% |
| YTD | -23.3% | -20.0% | -3.3% | -20.2% |
| 1Y | -20.4% | -9.0% | -11.4% | -21.0% |
| 3Y | +56.1% | -30.4% | +86.4% | +61.5% |
| 5Y | +28.4% | -75.6% | +104.0% | +80.1% |
| All | +644.9% | +158.4% | +486.5% | +289.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EPAM.
Daily Out/Under-Performance
Portfolio return minus EPAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EPAM 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 EPAM 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