-13.7%
KKR vs VGT
+18.8%
-32.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.2% | +5.3% | +5.5% |
| 7D | +8.9% | -6.5% | +15.4% | +12.7% |
| 30D | +12.7% | -10.6% | +23.2% | +19.5% |
| 3M | -6.2% | -3.7% | -2.5% | -4.7% |
| 6M | -1.5% | +10.4% | -11.9% | -11.3% |
| YTD | -20.1% | +23.1% | -43.1% | -34.4% |
| 1Y | -13.7% | +19.9% | -33.6% | -27.6% |
| All | -13.7% | +18.8% | -32.5% | -27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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