+711.6%
KKR vs LDOS
+260.1%
+451.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.9% | +1.0% | -0.6% |
| 7D | -0.6% | -7.1% | +6.5% | +2.7% |
| 30D | +3.0% | -6.1% | +9.1% | +6.0% |
| 3M | +13.6% | +5.6% | +8.0% | +9.9% |
| 6M | +16.2% | -26.9% | +43.1% | +33.0% |
| YTD | -16.6% | -27.9% | +11.3% | -4.8% |
| 1Y | -23.2% | -26.8% | +3.6% | -13.2% |
| 3Y | +71.7% | +39.6% | +32.1% | +35.8% |
| 5Y | +74.8% | +39.4% | +35.5% | +35.0% |
| 10Y | +711.6% | +260.0% | +451.6% | +350.7% |
| All | +711.6% | +260.1% | +451.4% | +350.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 LDOS 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