+1,584.4%
KKR vs TECH
+482.3%
+1,102.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.8% |
| 7D | +1.6% | +0.1% | +1.5% | +1.6% |
| 30D | +14.5% | +0.5% | +14.0% | +14.3% |
| 3M | -15.0% | +1.1% | -16.1% | -15.4% |
| 6M | +1.0% | +62.8% | -61.8% | -21.8% |
| YTD | -22.6% | +24.5% | -47.1% | -33.2% |
| 1Y | -18.2% | +20.6% | -38.9% | -28.4% |
| 3Y | +56.4% | +29.5% | +26.9% | +22.1% |
| 5Y | +29.6% | -40.9% | +70.5% | +52.6% |
| 10Y | +671.3% | +189.5% | +481.8% | +229.0% |
| All | +1,584.4% | +482.3% | +1,102.1% | +308.1% |
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 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