+1,585.1%
KKR vs VCIT
+82.5%
+1,502.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.6% |
| 7D | +0.1% | +0.7% | -0.7% | -0.6% |
| 30D | +7.9% | +1.8% | +6.1% | +6.1% |
| 3M | -4.4% | -1.6% | -2.9% | -2.9% |
| 6M | -4.0% | -2.1% | -1.9% | -1.9% |
| YTD | -22.6% | -1.6% | -21.0% | -21.3% |
| 1Y | -18.6% | -0.8% | -17.8% | -17.7% |
| 3Y | +60.6% | +19.9% | +40.7% | +38.0% |
| 5Y | +28.4% | +3.3% | +25.1% | +18.5% |
| 10Y | +735.7% | +30.6% | +705.0% | +690.9% |
| All | +1,585.1% | +82.5% | +1,502.5% | +1,961.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling