+1,688.1%
KKR vs TECK
+178.4%
+1,509.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.3% | +0.7% | -0.9% |
| 7D | -2.2% | +4.9% | -7.1% | -3.5% |
| 30D | +0.3% | +5.2% | -4.9% | -1.3% |
| 3M | +8.8% | +13.8% | -5.0% | +4.4% |
| 6M | +14.9% | +38.5% | -23.6% | +3.6% |
| YTD | -17.9% | +47.3% | -65.2% | -27.7% |
| 1Y | -23.7% | +81.0% | -104.7% | -36.9% |
| 3Y | +69.1% | +79.9% | -10.8% | +36.5% |
| 5Y | +72.6% | +207.9% | -135.3% | +16.8% |
| 10Y | +728.2% | +389.5% | +338.8% | +326.6% |
| All | +1,688.1% | +178.4% | +1,509.7% | +927.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECK.
Daily Out/Under-Performance
Portfolio return minus TECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECK 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 TECK 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