+1,716.3%
KKR vs QID
-99.9%
+1,816.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.1% | -1.7% |
| 7D | -0.6% | -2.7% | +2.1% | -2.1% |
| 30D | +3.0% | +1.8% | +1.2% | +4.3% |
| 3M | +13.6% | -2.2% | +15.8% | +14.0% |
| 6M | +16.2% | -32.1% | +48.3% | -3.6% |
| YTD | -16.6% | -28.6% | +12.0% | -27.9% |
| 1Y | -23.2% | -36.3% | +13.1% | -37.1% |
| 3Y | +71.7% | -74.4% | +146.1% | +1.0% |
| 5Y | +74.8% | -80.8% | +155.6% | +11.8% |
| 10Y | +711.6% | -99.1% | +810.7% | +39.6% |
| All | +1,716.3% | -99.9% | +1,816.3% | -11.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling