+1,688.1%
KKR vs LNT
+583.9%
+1,104.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.0% |
| 7D | -2.2% | +0.2% | -2.4% | -2.3% |
| 30D | +0.3% | -0.5% | +0.8% | +0.5% |
| 3M | +8.8% | -5.5% | +14.3% | +11.4% |
| 6M | +14.9% | -3.8% | +18.7% | +16.3% |
| YTD | -17.9% | +6.8% | -24.7% | -21.4% |
| 1Y | -23.7% | +9.3% | -33.0% | -27.9% |
| 3Y | +69.1% | +47.9% | +21.1% | +35.4% |
| 5Y | +72.6% | +31.6% | +41.0% | +44.7% |
| 10Y | +728.2% | +150.1% | +578.1% | +371.6% |
| All | +1,688.1% | +583.9% | +1,104.3% | +245.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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