+1,557.4%
KKR vs LDOS
+532.8%
+1,024.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.3% | +0.5% | -0.8% |
| 7D | +2.2% | -7.2% | +9.4% | +5.7% |
| 30D | +7.6% | +16.8% | -9.3% | +0.1% |
| 3M | -6.5% | -1.6% | -4.9% | -6.1% |
| 6M | -3.9% | -1.0% | -2.9% | -4.6% |
| YTD | -23.9% | -25.8% | +1.9% | -14.7% |
| 1Y | -18.5% | -31.1% | +12.5% | -5.5% |
| 3Y | +65.8% | +32.8% | +33.0% | +36.7% |
| 5Y | +25.3% | +49.4% | -24.1% | -4.3% |
| 10Y | +720.2% | +253.9% | +466.3% | +310.0% |
| All | +1,557.4% | +532.8% | +1,024.6% | +459.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling