+71.7%
KKR vs ILMN
+37.1%
+34.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ILMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.3% | +1.4% | -1.1% |
| 7D | -0.6% | +1.9% | -2.5% | -1.1% |
| 30D | +3.0% | +12.3% | -9.3% | 0.0% |
| 3M | +13.6% | +33.5% | -19.9% | +5.3% |
| 6M | +16.2% | +69.4% | -53.1% | +0.8% |
| YTD | -16.6% | +60.9% | -77.5% | -27.3% |
| 1Y | -23.2% | +115.0% | -138.2% | -39.1% |
| 3Y | +71.7% | +37.0% | +34.7% | +47.9% |
| All | +71.7% | +37.1% | +34.7% | +47.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling