+720.6%
KKR vs EPAM
+168.6%
+552.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.7% | -1.9% | +1.2% |
| 7D | +5.1% | +18.8% | -13.7% | -2.2% |
| 30D | +10.9% | +44.9% | -34.1% | -4.1% |
| 3M | -2.9% | +68.6% | -71.4% | -20.7% |
| 6M | -1.2% | +65.4% | -66.7% | -20.6% |
| YTD | -20.4% | -19.9% | -0.6% | -17.2% |
| 1Y | -15.4% | -10.0% | -5.4% | -15.7% |
| 3Y | +61.9% | -30.3% | +92.2% | +67.5% |
| 5Y | +38.3% | -75.7% | +113.9% | +94.2% |
| 10Y | +720.6% | +167.2% | +553.4% | +326.4% |
| All | +720.6% | +168.6% | +552.0% | +326.4% |
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