+1,688.1%
KKR vs TD
+526.0%
+1,162.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.4% | -0.5% |
| 7D | -2.2% | -1.9% | -0.3% | -0.5% |
| 30D | +0.3% | -1.6% | +1.9% | +1.5% |
| 3M | +8.8% | +4.6% | +4.2% | +4.3% |
| 6M | +14.9% | +26.8% | -11.9% | -7.3% |
| YTD | -17.9% | +28.3% | -46.2% | -34.5% |
| 1Y | -23.7% | +60.4% | -84.1% | -50.0% |
| 3Y | +69.1% | +125.7% | -56.7% | -19.3% |
| 5Y | +72.6% | +122.4% | -49.8% | -15.6% |
| 10Y | +728.2% | +297.1% | +431.2% | +135.3% |
| All | +1,688.1% | +526.0% | +1,162.1% | +230.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling