+1,688.1%
KKR vs VCLT
+89.0%
+1,599.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | -2.2% | 0.0% | -2.2% | -2.2% |
| 30D | +0.3% | +0.1% | +0.1% | +0.3% |
| 3M | +8.8% | -2.9% | +11.7% | +10.1% |
| 6M | +14.9% | -4.0% | +18.9% | +16.8% |
| YTD | -17.9% | -2.2% | -15.6% | -17.1% |
| 1Y | -23.7% | -2.6% | -21.1% | -22.8% |
| 3Y | +69.1% | +12.3% | +56.8% | +63.0% |
| 5Y | +72.6% | -16.4% | +88.9% | +72.6% |
| 10Y | +728.2% | +18.1% | +710.2% | +793.8% |
| All | +1,688.1% | +89.0% | +1,599.2% | +3,047.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling