-13.7%
KKR vs NVT
+3.0%
-16.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -12.7% | +18.3% | +6.8% |
| 7D | +8.9% | -19.5% | +28.4% | +11.3% |
| 30D | +12.7% | -32.4% | +45.1% | +18.1% |
| 3M | -6.2% | -30.3% | +24.2% | -2.6% |
| 6M | -1.5% | -30.4% | +28.9% | +1.5% |
| YTD | -20.1% | +11.3% | -31.4% | -28.0% |
| 1Y | -13.7% | +3.6% | -17.3% | -19.4% |
| All | -13.7% | +3.0% | -16.7% | -19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 1y: compounded portfolio wealth divided by compounded NVT 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…
1y analysis · Full analysis span regression · 6 months rolling