+68.0%
KKR vs LCID
-92.8%
+160.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -7.8% | +6.2% | -0.6% |
| 7D | -2.2% | -9.3% | +7.1% | -1.1% |
| 30D | +0.3% | -35.4% | +35.7% | +5.6% |
| 3M | +8.8% | -17.1% | +25.9% | +8.9% |
| 6M | +14.9% | -58.9% | +73.8% | +25.3% |
| YTD | -17.9% | -59.6% | +41.7% | -10.6% |
| 1Y | -23.7% | -78.0% | +54.3% | -11.2% |
| All | +68.0% | -92.8% | +160.8% | +116.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling