-20.4%
KKR vs QLD
+10.8%
-31.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.6% |
| 7D | -1.1% | +12.5% | -13.6% | -5.0% |
| 30D | +11.5% | -15.7% | +27.2% | +17.7% |
| 3M | -12.4% | -11.9% | -0.4% | -9.2% |
| 6M | -1.9% | -10.3% | +8.4% | -0.9% |
| YTD | -23.3% | +15.6% | -38.9% | -32.3% |
| 1Y | -20.4% | +12.1% | -32.6% | -28.3% |
| All | -20.4% | +10.8% | -31.2% | -28.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling