-29.8%
KKR vs VEU
+23.8%
-53.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | -0.6% |
| 7D | -6.2% | -1.4% | -4.7% | -5.1% |
| 30D | -8.9% | -0.4% | -8.4% | -8.5% |
| 3M | +6.3% | +2.5% | +3.7% | +4.4% |
| 6M | +16.5% | +11.1% | +5.3% | +7.9% |
| YTD | -20.3% | +16.5% | -36.8% | -31.6% |
| 1Y | -29.8% | +22.9% | -52.7% | -44.0% |
| All | -29.8% | +23.8% | -53.6% | -44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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