+1,088.9%
KKR vs EPAM
+751.2%
+337.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.5% | -1.1% |
| 7D | -0.9% | +2.0% | -2.8% | -1.5% |
| 30D | +2.2% | +6.5% | -4.4% | -0.4% |
| 3M | +13.1% | +19.9% | -6.9% | +5.1% |
| 6M | +15.3% | -16.9% | +32.2% | +20.0% |
| YTD | -15.0% | -42.9% | +27.9% | -0.8% |
| 1Y | -21.0% | -30.4% | +9.4% | -13.8% |
| 3Y | +76.7% | -54.7% | +131.4% | +112.1% |
| 5Y | +74.3% | -81.8% | +156.2% | +151.3% |
| 10Y | +753.7% | +65.5% | +688.3% | +545.7% |
| All | +1,088.9% | +751.2% | +337.7% | +585.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling