+696.7%
KKR vs QID
-99.2%
+795.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.0% | -0.7% |
| 7D | -6.2% | +1.3% | -7.4% | -5.5% |
| 30D | -8.9% | +2.9% | -11.8% | -7.1% |
| 3M | +6.3% | -0.7% | +7.0% | +7.4% |
| 6M | +16.5% | -29.7% | +46.1% | -1.1% |
| YTD | -20.3% | -27.9% | +7.6% | -30.5% |
| 1Y | -29.8% | -34.6% | +4.8% | -41.4% |
| 3Y | +63.2% | -73.5% | +136.7% | -1.1% |
| 5Y | +68.0% | -81.0% | +149.0% | +7.4% |
| All | +696.7% | -99.2% | +795.9% | +71.9% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 10y: compounded portfolio wealth divided by compounded QID 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…
10y analysis · Full analysis span regression · 6 months rolling