-29.8%
KKR vs GSK
+21.8%
-51.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -6.2% | -3.5% | -2.6% | -6.1% |
| 30D | -8.9% | -3.4% | -5.4% | -8.7% |
| 3M | +6.3% | -8.1% | +14.4% | +6.5% |
| 6M | +16.5% | -11.1% | +27.6% | +16.4% |
| YTD | -20.3% | +0.7% | -21.0% | -19.9% |
| 1Y | -29.8% | +20.1% | -49.9% | -28.5% |
| All | -29.8% | +21.8% | -51.6% | -28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 1y: compounded portfolio wealth divided by compounded GSK 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…
1y analysis · Full analysis span regression · 6 months rolling