+66.5%
KKR vs NVT
+419.5%
-353.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.6% | -4.4% | -2.3% |
| 7D | -6.2% | +4.1% | -10.2% | -8.4% |
| 30D | -8.9% | -5.1% | -3.7% | -6.9% |
| 3M | +6.3% | -1.2% | +7.4% | +4.4% |
| 6M | +16.5% | +46.6% | -30.1% | -12.7% |
| YTD | -20.3% | +60.0% | -80.2% | -44.2% |
| 1Y | -29.8% | +70.8% | -100.6% | -53.9% |
| 3Y | +63.2% | +187.5% | -124.4% | -33.1% |
| All | +66.5% | +419.5% | -353.1% | -59.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling