-18.2%
KKR vs LCID
-82.0%
+63.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -9.2% | +10.1% | +2.2% |
| 7D | +1.6% | -10.2% | +11.8% | +3.0% |
| 30D | +14.5% | -10.2% | +24.7% | +15.6% |
| 3M | -15.0% | -54.1% | +39.2% | -6.2% |
| 6M | +1.0% | -53.8% | +54.8% | +9.6% |
| YTD | -22.6% | -72.0% | +49.4% | -7.6% |
| 1Y | -18.2% | -80.5% | +62.3% | +8.0% |
| All | -18.2% | -82.0% | +63.7% | +8.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling