+66.5%
KKR vs VIAV
+139.8%
-73.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.6% | -3.4% | -0.7% |
| 7D | -6.2% | +11.2% | -17.3% | -8.8% |
| 30D | -8.9% | -10.1% | +1.3% | -7.1% |
| 3M | +6.3% | -22.9% | +29.1% | +11.0% |
| 6M | +16.5% | +28.8% | -12.3% | -0.3% |
| YTD | -20.3% | +117.5% | -137.7% | -45.3% |
| 1Y | -29.8% | +216.1% | -245.9% | -59.7% |
| 3Y | +63.2% | +292.2% | -229.0% | -17.9% |
| All | +66.5% | +139.8% | -73.3% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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