+687.0%
KKR vs QLD
+1,536.4%
-849.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.6% | -5.4% | -3.2% |
| 7D | -1.3% | -1.2% | -0.1% | -1.4% |
| 30D | +9.3% | -15.7% | +25.0% | +18.0% |
| 3M | -9.8% | -10.0% | +0.2% | -6.2% |
| 6M | +1.0% | -11.2% | +12.2% | +3.8% |
| YTD | -21.1% | +16.4% | -37.4% | -30.3% |
| 1Y | -17.0% | +12.7% | -29.6% | -25.6% |
| 3Y | +60.6% | +152.3% | -91.7% | -9.0% |
| 5Y | +33.6% | +91.8% | -58.2% | -18.3% |
| 10Y | +687.0% | +1,520.2% | -833.2% | +61.7% |
| All | +687.0% | +1,536.4% | -849.3% | +61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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