+203.6%
KKR vs LCID
-95.9%
+299.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.1% | -1.0% | -2.8% |
| 7D | -8.1% | -9.1% | +1.0% | -7.1% |
| 30D | -9.1% | -37.6% | +28.5% | -4.0% |
| 3M | +6.4% | -11.1% | +17.4% | +5.7% |
| 6M | +12.6% | -59.2% | +71.7% | +22.3% |
| YTD | -20.4% | -60.5% | +40.0% | -13.5% |
| 1Y | -27.1% | -78.5% | +51.4% | -15.2% |
| 3Y | +63.8% | -92.8% | +156.7% | +103.6% |
| 5Y | +67.6% | -97.9% | +165.5% | +130.8% |
| All | +203.6% | -95.9% | +299.6% | +317.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 LCID 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