-20.4%
KKR vs VG
+71.2%
-91.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +4.7% | -7.6% | -2.5% |
| 7D | -1.1% | +15.1% | -16.2% | 0.0% |
| 30D | +11.5% | -4.2% | +15.7% | +11.4% |
| 3M | -12.4% | -3.1% | -9.3% | -12.2% |
| 6M | -1.9% | +0.3% | -2.2% | -1.6% |
| YTD | -23.3% | +95.5% | -118.8% | -26.7% |
| 1Y | -20.4% | +64.4% | -84.9% | -22.9% |
| All | -20.4% | +71.2% | -91.6% | -22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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