+63.2%
KKR vs LULU
-75.0%
+138.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -1.9% | -0.4% |
| 7D | -6.2% | -1.6% | -4.5% | -5.8% |
| 30D | -8.9% | -18.1% | +9.3% | -4.4% |
| 3M | +6.3% | -18.8% | +25.0% | +11.3% |
| 6M | +16.5% | -39.2% | +55.7% | +31.7% |
| YTD | -20.3% | -52.4% | +32.1% | -3.5% |
| 1Y | -29.8% | -40.3% | +10.5% | -20.6% |
| 3Y | +63.2% | -75.1% | +138.3% | +116.1% |
| All | +63.2% | -75.0% | +138.2% | +116.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LULU.
Daily Out/Under-Performance
Portfolio return minus LULU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LULU 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 LULU 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