+1,716.3%
KKR vs GSK
+193.7%
+1,522.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.7% | +0.8% | -0.6% |
| 7D | -0.6% | -4.2% | +3.5% | +1.3% |
| 30D | +3.0% | -7.5% | +10.6% | +6.6% |
| 3M | +13.6% | -3.3% | +16.9% | +14.8% |
| 6M | +16.2% | -9.3% | +25.5% | +20.5% |
| YTD | -16.6% | +1.6% | -18.2% | -18.7% |
| 1Y | -23.2% | +25.5% | -48.7% | -33.1% |
| 3Y | +71.7% | +49.3% | +22.5% | +30.0% |
| 5Y | +74.8% | +46.7% | +28.2% | +30.6% |
| 10Y | +711.6% | +76.8% | +634.8% | +423.4% |
| All | +1,716.3% | +193.7% | +1,522.6% | +652.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling