+53.8%
KKR vs NVTS
-17.0%
+70.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.3% | +1.8% | -1.3% |
| 7D | -2.2% | +3.5% | -5.7% | -2.5% |
| 30D | +0.3% | -11.9% | +12.2% | +1.1% |
| 3M | +8.8% | -49.2% | +58.0% | +13.8% |
| 6M | +14.9% | +38.4% | -23.5% | +7.3% |
| YTD | -17.9% | +62.5% | -80.3% | -25.0% |
| 1Y | -23.7% | +101.4% | -125.1% | -33.1% |
| 3Y | +69.1% | +40.4% | +28.6% | +45.7% |
| All | +53.8% | -17.0% | +70.8% | +30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 NVTS 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