+31.2%
KKR vs LDOS
+48.3%
-17.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | +1.6% | -1.6% | +3.2% | +2.2% |
| 30D | +14.5% | +8.2% | +6.3% | +11.3% |
| 3M | -15.0% | -8.2% | -6.8% | -12.5% |
| 6M | +1.0% | +5.8% | -4.8% | -1.7% |
| YTD | -22.6% | -27.0% | +4.3% | -14.3% |
| 1Y | -18.2% | -31.0% | +12.8% | -7.3% |
| 3Y | +56.4% | +29.3% | +27.1% | +32.2% |
| All | +31.2% | +48.3% | -17.1% | +5.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling