+566.7%
KKR vs INVH
+75.4%
+491.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.3% |
| 7D | -6.2% | -3.0% | -3.2% | -4.3% |
| 30D | -8.9% | -7.5% | -1.3% | -4.3% |
| 3M | +6.3% | -5.5% | +11.8% | +9.7% |
| 6M | +16.5% | +11.7% | +4.8% | +7.6% |
| YTD | -20.3% | +1.3% | -21.6% | -21.8% |
| 1Y | -29.8% | -6.1% | -23.7% | -27.9% |
| 3Y | +63.2% | -9.8% | +72.9% | +69.5% |
| 5Y | +68.0% | -19.7% | +87.6% | +87.6% |
| All | +566.7% | +75.4% | +491.3% | +397.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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