+79.0%
KKR vs EPAM
-81.9%
+160.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.5% | -1.1% |
| 7D | -0.9% | +2.0% | -2.8% | -1.4% |
| 30D | +2.2% | +6.5% | -4.4% | -0.3% |
| 3M | +13.1% | +19.9% | -6.9% | +5.4% |
| 6M | +15.3% | -16.9% | +32.2% | +20.1% |
| YTD | -15.0% | -42.9% | +27.9% | -0.9% |
| 1Y | -21.0% | -30.4% | +9.4% | -13.7% |
| 3Y | +76.7% | -54.7% | +131.4% | +110.5% |
| All | +79.0% | -81.9% | +160.9% | +151.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling