+429.7%
KKR vs NVT
+694.8%
-265.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.1% | -1.0% | -1.9% |
| 7D | -8.1% | +2.0% | -10.1% | -9.2% |
| 30D | -9.1% | -7.2% | -1.9% | -6.1% |
| 3M | +6.4% | -0.9% | +7.3% | +4.2% |
| 6M | +12.6% | +42.6% | -30.0% | -12.9% |
| YTD | -20.4% | +52.9% | -73.3% | -41.5% |
| 1Y | -27.1% | +64.5% | -91.5% | -49.5% |
| 3Y | +63.8% | +178.0% | -114.2% | -21.9% |
| 5Y | +67.6% | +402.8% | -335.2% | -44.2% |
| All | +429.7% | +694.8% | -265.1% | +28.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling