-13.7%
KKR vs VICR
+76.0%
-89.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -11.1% | +16.7% | +5.8% |
| 7D | +8.9% | -26.6% | +35.5% | +9.7% |
| 30D | +12.7% | -47.9% | +60.6% | +14.8% |
| 3M | -6.2% | -29.8% | +23.6% | -6.0% |
| 6M | -1.5% | -36.6% | +35.1% | -2.8% |
| YTD | -20.1% | +45.1% | -65.2% | -32.1% |
| 1Y | -13.7% | +80.0% | -93.7% | -29.2% |
| All | -13.7% | +76.0% | -89.7% | -29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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