+735.7%
KKR vs QLD
+1,470.2%
-734.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.8% | -5.1% | -1.9% |
| 7D | +0.1% | -1.4% | +1.5% | +0.2% |
| 30D | +7.9% | -19.6% | +27.4% | +19.4% |
| 3M | -4.4% | -14.1% | +9.7% | +2.0% |
| 6M | -4.0% | -13.6% | +9.7% | +0.2% |
| YTD | -22.6% | +12.5% | -35.2% | -30.4% |
| 1Y | -18.6% | +13.1% | -31.7% | -27.2% |
| 3Y | +60.6% | +154.7% | -94.1% | -9.2% |
| 5Y | +28.4% | +81.1% | -52.7% | -18.9% |
| 10Y | +735.7% | +1,418.0% | -682.3% | +91.6% |
| All | +735.7% | +1,470.2% | -734.5% | +91.6% |
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