+66.5%
KKR vs IVZ
+61.1%
+5.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.6% |
| 7D | -6.2% | -2.4% | -3.8% | -4.5% |
| 30D | -8.9% | +3.0% | -11.9% | -10.8% |
| 3M | +6.3% | +14.9% | -8.6% | -4.4% |
| 6M | +16.5% | +36.7% | -20.3% | -8.3% |
| YTD | -20.3% | +25.7% | -45.9% | -33.1% |
| 1Y | -29.8% | +47.7% | -77.5% | -47.8% |
| 3Y | +63.2% | +138.8% | -75.6% | -17.9% |
| All | +66.5% | +61.1% | +5.4% | +4.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling