+55.0%
KKR vs LDOS
+31.0%
+24.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.1% | -0.8% | -2.2% |
| 7D | -1.1% | -3.5% | +2.3% | 0.0% |
| 30D | +11.5% | +9.5% | +2.0% | +8.3% |
| 3M | -12.4% | -6.3% | -6.1% | -10.7% |
| 6M | -1.9% | +2.8% | -4.7% | -3.2% |
| YTD | -23.3% | -26.6% | +3.3% | -16.1% |
| 1Y | -20.4% | -31.3% | +10.8% | -11.0% |
| All | +55.0% | +31.0% | +24.0% | +44.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling