+651.4%
KKR vs EPAM
+157.4%
+494.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | +1.6% | +2.4% | -0.8% | +0.8% |
| 30D | +14.5% | +42.3% | -27.8% | -0.3% |
| 3M | -15.0% | +60.7% | -75.6% | -29.4% |
| 6M | +1.0% | +80.5% | -79.5% | -21.4% |
| YTD | -22.6% | -20.4% | -2.3% | -19.4% |
| 1Y | -18.2% | -9.6% | -8.6% | -18.6% |
| 3Y | +56.4% | -30.5% | +86.9% | +61.9% |
| 5Y | +29.6% | -75.7% | +105.3% | +81.9% |
| All | +651.4% | +157.4% | +494.1% | +293.8% |
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