+28.4%
KKR vs ILMN
-43.3%
+71.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ILMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.6% | -1.9% | +0.6% |
| 7D | +0.1% | -2.6% | +2.6% | +0.5% |
| 30D | +7.9% | -20.6% | +28.5% | +14.3% |
| 3M | -4.4% | +17.5% | -21.9% | -11.8% |
| 6M | -4.0% | +55.6% | -59.6% | -20.2% |
| YTD | -22.6% | +68.3% | -90.9% | -38.3% |
| 1Y | -18.6% | +81.1% | -99.7% | -36.7% |
| 3Y | +60.6% | +112.2% | -51.5% | +8.0% |
| 5Y | +28.4% | -42.6% | +71.0% | +53.4% |
| All | +28.4% | -43.3% | +71.8% | +53.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling