+1,557.4%
KKR vs QLD
+8,394.4%
-6,837.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.5% | -4.4% | -3.2% |
| 7D | +2.2% | -10.3% | +12.5% | +7.7% |
| 30D | +7.6% | -26.1% | +33.7% | +25.0% |
| 3M | -6.5% | -17.8% | +11.3% | +2.4% |
| 6M | -3.9% | -15.6% | +11.7% | +1.6% |
| YTD | -23.9% | +5.4% | -29.3% | -29.1% |
| 1Y | -18.5% | +5.2% | -23.8% | -24.4% |
| 3Y | +65.8% | +139.4% | -73.7% | -4.3% |
| 5Y | +25.3% | +66.7% | -41.4% | -17.5% |
| 10Y | +720.2% | +1,422.1% | -701.9% | +36.8% |
| All | +1,557.4% | +8,394.4% | -6,837.0% | -10.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling