-13.7%
KKR vs ROKU
+53.8%
-67.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.5% | +4.1% | +5.2% |
| 7D | +8.9% | +4.8% | +4.1% | +7.6% |
| 30D | +12.7% | +6.1% | +6.5% | +10.9% |
| 3M | -6.2% | +10.5% | -16.7% | -8.6% |
| 6M | -1.5% | +29.2% | -30.7% | -8.2% |
| YTD | -20.1% | +50.0% | -70.1% | -30.0% |
| 1Y | -13.7% | +53.4% | -67.1% | -24.8% |
| All | -13.7% | +53.8% | -67.5% | -24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROKU.
Daily Out/Under-Performance
Portfolio return minus ROKU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROKU 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 ROKU 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