-13.7%
KKR vs VCIT
-0.8%
-12.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.6% | +5.0% | +4.0% |
| 7D | +8.9% | +0.4% | +8.5% | +7.6% |
| 30D | +12.7% | +2.2% | +10.5% | +6.6% |
| 3M | -6.2% | -1.8% | -4.3% | -1.9% |
| 6M | -1.5% | -1.6% | +0.1% | +2.4% |
| YTD | -20.1% | -1.7% | -18.3% | -18.6% |
| 1Y | -13.7% | -0.8% | -12.9% | -14.2% |
| All | -13.7% | -0.8% | -12.9% | -14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 1y: compounded portfolio wealth divided by compounded VCIT 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…
1y analysis · Full analysis span regression · 6 months rolling