+696.7%
KKR vs TECH
+189.9%
+506.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.2% | +0.2% |
| 7D | -6.2% | -0.4% | -5.7% | -6.0% |
| 30D | -8.9% | 0.0% | -8.8% | -8.8% |
| 3M | +6.3% | +33.7% | -27.4% | -7.9% |
| 6M | +16.5% | +34.9% | -18.4% | -1.5% |
| YTD | -20.3% | +23.2% | -43.4% | -29.9% |
| 1Y | -29.8% | +36.3% | -66.1% | -41.9% |
| 3Y | +63.2% | +2.3% | +60.9% | +46.7% |
| 5Y | +68.0% | -42.9% | +110.9% | +97.9% |
| All | +696.7% | +189.9% | +506.8% | +320.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling