+67.6%
KKR vs GSK
+47.2%
+20.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.0% | -2.9% |
| 7D | -8.1% | -5.4% | -2.7% | -7.1% |
| 30D | -9.1% | -4.6% | -4.5% | -8.2% |
| 3M | +6.4% | -5.1% | +11.5% | +7.3% |
| 6M | +12.6% | -11.4% | +24.0% | +15.1% |
| YTD | -20.4% | +0.7% | -21.1% | -21.2% |
| 1Y | -27.1% | +23.0% | -50.1% | -31.3% |
| 3Y | +63.8% | +48.0% | +15.9% | +41.0% |
| 5Y | +67.6% | +48.2% | +19.4% | +36.3% |
| All | +67.6% | +47.2% | +20.4% | +36.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling