+1,632.8%
KKR vs VICR
+1,196.5%
+436.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.2% | +0.1% | -2.4% |
| 7D | -8.1% | -0.4% | -7.7% | -8.1% |
| 30D | -9.1% | -15.6% | +6.5% | -6.5% |
| 3M | +6.4% | -35.4% | +41.7% | +13.1% |
| 6M | +12.6% | +1.3% | +11.3% | +4.1% |
| YTD | -20.4% | +62.5% | -82.9% | -35.0% |
| 1Y | -27.1% | +255.5% | -282.5% | -51.5% |
| 3Y | +63.8% | +182.0% | -118.2% | +6.8% |
| 5Y | +67.6% | +42.9% | +24.7% | +15.4% |
| 10Y | +702.6% | +1,494.0% | -791.4% | +176.2% |
| All | +1,632.8% | +1,196.5% | +436.3% | +454.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling