+1,632.8%
KKR vs TSEM
+843.6%
+789.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TSEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.9% | +0.8% | -2.1% |
| 7D | -8.1% | +0.9% | -9.0% | -8.4% |
| 30D | -9.1% | -16.6% | +7.5% | -5.5% |
| 3M | +6.4% | -10.9% | +17.3% | +5.9% |
| 6M | +12.6% | +78.0% | -65.5% | -9.9% |
| YTD | -20.4% | +77.2% | -97.6% | -37.0% |
| 1Y | -27.1% | +207.6% | -234.6% | -51.0% |
| 3Y | +63.8% | +637.8% | -574.0% | -14.8% |
| 5Y | +67.6% | +617.0% | -549.4% | -14.1% |
| 10Y | +702.6% | +1,270.7% | -568.1% | +236.7% |
| All | +1,632.8% | +843.6% | +789.2% | +625.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TSEM.
Daily Out/Under-Performance
Portfolio return minus TSEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSEM 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 TSEM 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