+224.3%
KKR vs LCID
-95.4%
+319.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.6% | -2.1% |
| 7D | -0.9% | -6.6% | +5.7% | -0.1% |
| 30D | +2.2% | -30.1% | +32.3% | +6.5% |
| 3M | +13.1% | -17.6% | +30.7% | +13.4% |
| 6M | +15.3% | -54.4% | +69.7% | +23.6% |
| YTD | -15.0% | -55.7% | +40.7% | -8.9% |
| 1Y | -21.0% | -71.0% | +50.0% | -11.5% |
| 3Y | +76.7% | -92.6% | +169.4% | +118.8% |
| 5Y | +74.3% | -97.6% | +172.0% | +136.8% |
| All | +224.3% | -95.4% | +319.7% | +340.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling