-21.0%
KKR vs ILMN
+127.6%
-148.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ILMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.6% | -0.3% | -1.7% |
| 7D | -0.9% | +1.2% | -2.1% | -1.0% |
| 30D | +2.2% | +9.2% | -7.0% | +1.1% |
| 3M | +13.1% | +29.8% | -16.8% | +9.9% |
| 6M | +15.3% | +69.2% | -53.9% | +7.9% |
| YTD | -15.0% | +66.4% | -81.4% | -20.6% |
| 1Y | -21.0% | +123.4% | -144.4% | -27.6% |
| All | -21.0% | +127.6% | -148.6% | -27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ILMN.
Daily Out/Under-Performance
Portfolio return minus ILMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ILMN 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 ILMN 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