+66.5%
KKR vs LULU
-76.9%
+143.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -1.9% | -0.6% |
| 7D | -6.2% | -1.6% | -4.5% | -5.6% |
| 30D | -8.9% | -18.1% | +9.3% | -2.8% |
| 3M | +6.3% | -18.8% | +25.0% | +13.1% |
| 6M | +16.5% | -39.2% | +55.7% | +37.4% |
| YTD | -20.3% | -52.4% | +32.1% | +3.5% |
| 1Y | -29.8% | -40.3% | +10.5% | -17.4% |
| 3Y | +63.2% | -75.1% | +138.3% | +154.3% |
| All | +66.5% | -76.9% | +143.4% | +160.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling