-21.0%
KKR vs TECH
+36.9%
-57.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -0.9% | +0.1% | -1.0% | -0.9% |
| 30D | +2.2% | +0.7% | +1.5% | +2.0% |
| 3M | +13.1% | +36.3% | -23.3% | +4.9% |
| 6M | +15.3% | +25.6% | -10.3% | +8.2% |
| YTD | -15.0% | +23.7% | -38.7% | -19.5% |
| 1Y | -21.0% | +37.6% | -58.6% | -25.1% |
| All | -21.0% | +36.9% | -57.9% | -25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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