+711.6%
KKR vs QLD
+1,636.2%
-924.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.8% |
| 7D | -0.6% | +3.0% | -3.6% | -2.2% |
| 30D | +3.0% | -1.8% | +4.9% | +4.0% |
| 3M | +13.6% | -1.8% | +15.4% | +13.1% |
| 6M | +16.2% | +36.9% | -20.7% | -4.6% |
| YTD | -16.6% | +28.7% | -45.3% | -29.0% |
| 1Y | -23.2% | +41.9% | -65.1% | -38.6% |
| 3Y | +71.7% | +184.2% | -112.5% | -7.2% |
| 5Y | +74.8% | +122.1% | -47.3% | +0.8% |
| 10Y | +711.6% | +1,646.5% | -934.9% | +57.7% |
| All | +711.6% | +1,636.2% | -924.6% | +57.7% |
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