+1,636.4%
KKR vs IDXX
+1,491.9%
+144.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.4% |
| 7D | -6.2% | -5.7% | -0.4% | -3.4% |
| 30D | -8.9% | -11.5% | +2.7% | -3.2% |
| 3M | +6.3% | -9.5% | +15.8% | +11.2% |
| 6M | +16.5% | -16.0% | +32.4% | +25.9% |
| YTD | -20.3% | -25.4% | +5.1% | -8.6% |
| 1Y | -29.8% | -21.8% | -8.0% | -22.2% |
| 3Y | +63.2% | +7.0% | +56.1% | +45.6% |
| 5Y | +68.0% | -26.0% | +93.9% | +76.4% |
| 10Y | +704.3% | +358.9% | +345.3% | +217.4% |
| All | +1,636.4% | +1,491.9% | +144.6% | +169.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 IDXX 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