-21.0%
KKR vs REGN
+46.5%
-67.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | 0.0% | -1.7% |
| 7D | -0.9% | +4.2% | -5.1% | -1.2% |
| 30D | +2.2% | +7.8% | -5.7% | +1.5% |
| 3M | +13.1% | +31.8% | -18.7% | +10.6% |
| 6M | +15.3% | +5.4% | +9.9% | +13.6% |
| YTD | -15.0% | +7.7% | -22.7% | -16.3% |
| 1Y | -21.0% | +46.7% | -67.7% | -23.0% |
| All | -21.0% | +46.5% | -67.5% | -23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside REGN.
Daily Out/Under-Performance
Portfolio return minus REGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REGN 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 REGN 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