+696.7%
KKR vs IVZ
+65.9%
+630.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.4% |
| 7D | -6.2% | -2.4% | -3.8% | -4.9% |
| 30D | -8.9% | +3.0% | -11.9% | -10.4% |
| 3M | +6.3% | +14.9% | -8.6% | -2.0% |
| 6M | +16.5% | +36.7% | -20.3% | -2.9% |
| YTD | -20.3% | +25.7% | -45.9% | -30.1% |
| 1Y | -29.8% | +47.7% | -77.5% | -43.8% |
| 3Y | +63.2% | +138.8% | -75.6% | -0.8% |
| 5Y | +68.0% | +62.1% | +5.9% | +22.3% |
| All | +696.7% | +65.9% | +630.8% | +442.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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