+585.0%
KKR vs VEEV
+586.3%
-1.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | 0.0% | -1.1% |
| 7D | -2.2% | -7.1% | +4.9% | +0.1% |
| 30D | +0.3% | +11.1% | -10.9% | -3.4% |
| 3M | +8.8% | +55.5% | -46.7% | -6.2% |
| 6M | +14.9% | +33.4% | -18.5% | +3.3% |
| YTD | -17.9% | +16.8% | -34.7% | -23.1% |
| 1Y | -23.7% | -7.7% | -15.9% | -23.4% |
| 3Y | +69.1% | +18.4% | +50.7% | +52.9% |
| 5Y | +72.6% | -14.8% | +87.4% | +66.7% |
| 10Y | +728.2% | +546.5% | +181.7% | +385.8% |
| All | +585.0% | +586.3% | -1.3% | +276.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 VEEV 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