+74.7%
KKR vs NVD
-99.1%
+173.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | 0.0% | +0.3% |
| 7D | -6.2% | +10.8% | -17.0% | -4.5% |
| 30D | -8.9% | +0.8% | -9.6% | -8.2% |
| 3M | +6.3% | -20.8% | +27.1% | +3.6% |
| 6M | +16.5% | -41.2% | +57.6% | +9.2% |
| YTD | -20.3% | -44.2% | +23.9% | -25.0% |
| 1Y | -29.8% | -54.2% | +24.4% | -35.6% |
| 3Y | +63.2% | -99.1% | +162.3% | -10.4% |
| All | +74.7% | -99.1% | +173.8% | -3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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