+696.7%
KKR vs ITOT
+303.4%
+393.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -1.0% |
| 7D | -6.2% | -0.9% | -5.3% | -4.9% |
| 30D | -8.9% | -1.5% | -7.4% | -6.7% |
| 3M | +6.3% | +3.6% | +2.7% | +1.2% |
| 6M | +16.5% | +13.7% | +2.8% | -3.6% |
| YTD | -20.3% | +12.9% | -33.2% | -32.8% |
| 1Y | -29.8% | +17.2% | -47.0% | -44.0% |
| 3Y | +63.2% | +75.6% | -12.4% | -23.4% |
| 5Y | +68.0% | +75.5% | -7.5% | -17.8% |
| All | +696.7% | +303.4% | +393.3% | +35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 10y: compounded portfolio wealth divided by compounded ITOT 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…
10y analysis · Full analysis span regression · 6 months rolling