-13.7%
KKR vs TD
+61.0%
-74.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +2.8% | +2.8% | +3.4% |
| 7D | +8.9% | +1.4% | +7.5% | +7.8% |
| 30D | +12.7% | +10.2% | +2.4% | +4.7% |
| 3M | -6.2% | +8.1% | -14.3% | -11.7% |
| 6M | -1.5% | +22.3% | -23.9% | -16.7% |
| YTD | -20.1% | +39.0% | -59.1% | -38.9% |
| 1Y | -13.7% | +62.6% | -76.3% | -39.4% |
| All | -13.7% | +61.0% | -74.8% | -39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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