+72.6%
KKR vs LCID
-97.8%
+170.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -7.8% | +6.2% | -0.4% |
| 7D | -2.2% | -9.3% | +7.1% | -0.8% |
| 30D | +0.3% | -35.4% | +35.7% | +6.8% |
| 3M | +8.8% | -17.1% | +25.9% | +8.9% |
| 6M | +14.9% | -58.9% | +73.8% | +27.3% |
| YTD | -17.9% | -59.6% | +41.7% | -9.2% |
| 1Y | -23.7% | -78.0% | +54.3% | -8.1% |
| 3Y | +69.1% | -92.7% | +161.7% | +123.8% |
| 5Y | +72.6% | -97.8% | +170.4% | +170.7% |
| All | +72.6% | -97.8% | +170.3% | +170.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling