+66.5%
KKR vs TD
+125.7%
-59.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | -0.4% |
| 7D | -6.2% | -0.5% | -5.6% | -5.7% |
| 30D | -8.9% | -1.9% | -7.0% | -7.5% |
| 3M | +6.3% | +4.8% | +1.5% | +1.6% |
| 6M | +16.5% | +28.0% | -11.5% | -7.2% |
| YTD | -20.3% | +30.3% | -50.6% | -37.5% |
| 1Y | -29.8% | +59.8% | -89.6% | -54.3% |
| 3Y | +63.2% | +124.7% | -61.5% | -23.6% |
| All | +66.5% | +125.7% | -59.2% | -17.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling