+696.7%
KKR vs VCLT
+17.1%
+679.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -6.2% | -1.4% | -4.8% | -5.2% |
| 30D | -8.9% | -1.2% | -7.7% | -8.0% |
| 3M | +6.3% | -4.8% | +11.0% | +10.2% |
| 6M | +16.5% | -2.6% | +19.0% | +18.9% |
| YTD | -20.3% | -3.3% | -16.9% | -18.1% |
| 1Y | -29.8% | -4.8% | -25.0% | -27.1% |
| 3Y | +63.2% | +11.5% | +51.7% | +51.5% |
| 5Y | +68.0% | -17.0% | +84.9% | +84.1% |
| All | +696.7% | +17.1% | +679.6% | +774.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 10y: compounded portfolio wealth divided by compounded VCLT 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…
10y analysis · Full analysis span regression · 6 months rolling