+1,632.8%
KKR vs ITOT
+787.4%
+845.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.4% | -2.2% |
| 7D | -8.1% | -2.0% | -6.1% | -5.3% |
| 30D | -9.1% | -2.0% | -7.1% | -6.3% |
| 3M | +6.4% | +4.5% | +1.8% | -0.1% |
| 6M | +12.6% | +12.6% | -0.1% | -5.2% |
| YTD | -20.4% | +12.0% | -32.4% | -32.0% |
| 1Y | -27.1% | +17.3% | -44.3% | -41.6% |
| 3Y | +63.8% | +75.2% | -11.4% | -22.1% |
| 5Y | +67.6% | +74.0% | -6.4% | -15.9% |
| 10Y | +702.6% | +298.6% | +404.0% | +33.4% |
| All | +1,632.8% | +787.4% | +845.4% | -0.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling