+73.0%
KKR vs TECH
-42.3%
+115.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.5% |
| 7D | -2.2% | -0.1% | -2.1% | -2.2% |
| 30D | +0.3% | +0.3% | 0.0% | +0.1% |
| 3M | +8.8% | +32.9% | -24.1% | -4.9% |
| 6M | +14.9% | +32.1% | -17.2% | -1.2% |
| YTD | -17.9% | +23.4% | -41.3% | -27.4% |
| 1Y | -23.7% | +34.1% | -57.7% | -36.1% |
| 3Y | +69.1% | +2.2% | +66.9% | +52.5% |
| All | +73.0% | -42.3% | +115.2% | +104.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling