+728.2%
KKR vs EPAM
+63.0%
+665.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.0% | -1.4% |
| 7D | -2.2% | -2.2% | 0.0% | -1.4% |
| 30D | +0.3% | +17.8% | -17.5% | -5.5% |
| 3M | +8.8% | +19.9% | -11.1% | +0.1% |
| 6M | +14.9% | -21.6% | +36.5% | +22.9% |
| YTD | -17.9% | -44.0% | +26.1% | -1.4% |
| 1Y | -23.7% | -30.5% | +6.8% | -15.8% |
| 3Y | +69.1% | -56.8% | +125.8% | +111.1% |
| 5Y | +72.6% | -81.7% | +154.3% | +168.9% |
| 10Y | +728.2% | +68.4% | +659.8% | +374.9% |
| All | +728.2% | +63.0% | +665.2% | +374.9% |
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