+1,716.3%
KKR vs TECH
+477.7%
+1,238.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.8% |
| 7D | -0.6% | +0.2% | -0.8% | -0.7% |
| 30D | +3.0% | +0.1% | +2.9% | +3.0% |
| 3M | +13.6% | +37.5% | -23.8% | -4.1% |
| 6M | +16.2% | +34.6% | -18.4% | -3.2% |
| YTD | -16.6% | +23.5% | -40.1% | -27.7% |
| 1Y | -23.2% | +34.4% | -57.6% | -37.3% |
| 3Y | +71.7% | +2.3% | +69.5% | +52.4% |
| 5Y | +74.8% | -41.7% | +116.5% | +106.4% |
| 10Y | +711.6% | +177.6% | +533.9% | +253.9% |
| All | +1,716.3% | +477.7% | +1,238.6% | +341.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling