+1,632.8%
KKR vs NVS
+435.2%
+1,197.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | -8.1% | -15.7% | +7.6% | +0.5% |
| 30D | -9.1% | -11.1% | +2.0% | -4.0% |
| 3M | +6.4% | -7.2% | +13.5% | +8.8% |
| 6M | +12.6% | -12.3% | +24.9% | +18.9% |
| YTD | -20.4% | +2.8% | -23.2% | -24.1% |
| 1Y | -27.1% | +11.9% | -39.0% | -34.3% |
| 3Y | +63.8% | +55.1% | +8.8% | +14.8% |
| 5Y | +67.6% | +94.1% | -26.4% | -2.4% |
| 10Y | +702.6% | +181.2% | +521.4% | +250.5% |
| All | +1,632.8% | +435.2% | +1,197.6% | +278.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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