+66.5%
KKR vs VGT
+136.3%
-69.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | -1.0% |
| 7D | -6.2% | -0.2% | -6.0% | -6.0% |
| 30D | -8.9% | -0.4% | -8.4% | -8.5% |
| 3M | +6.3% | +4.4% | +1.8% | +0.7% |
| 6M | +16.5% | +32.1% | -15.6% | -15.4% |
| YTD | -20.3% | +28.8% | -49.0% | -40.2% |
| 1Y | -29.8% | +35.3% | -65.1% | -50.6% |
| 3Y | +63.2% | +124.8% | -61.6% | -34.3% |
| All | +66.5% | +136.3% | -69.8% | -36.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling