+1,569.8%
KKR vs LDOS
+525.4%
+1,044.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.1% | -0.8% | -1.9% |
| 7D | -1.1% | -3.5% | +2.3% | +0.5% |
| 30D | +11.5% | +9.5% | +2.0% | +6.9% |
| 3M | -12.4% | -6.3% | -6.1% | -10.0% |
| 6M | -1.9% | +2.8% | -4.7% | -4.3% |
| YTD | -23.3% | -26.6% | +3.3% | -13.6% |
| 1Y | -20.4% | -31.3% | +10.8% | -7.6% |
| 3Y | +56.1% | +30.9% | +25.1% | +29.5% |
| 5Y | +28.4% | +49.4% | -21.0% | -1.9% |
| 10Y | +664.6% | +229.4% | +435.2% | +294.7% |
| All | +1,569.8% | +525.4% | +1,044.4% | +466.5% |
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