+1,688.1%
KKR vs VIVK
-100.0%
+1,788.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -6.3% | +4.8% | -1.5% |
| 7D | -2.2% | -7.9% | +5.7% | -2.2% |
| 30D | +0.3% | -42.0% | +42.2% | +0.3% |
| 3M | +8.8% | -92.5% | +101.3% | +9.1% |
| 6M | +14.9% | -98.0% | +112.9% | +15.3% |
| YTD | -17.9% | -97.9% | +80.0% | -17.7% |
| 1Y | -23.7% | -100.0% | +76.3% | -23.2% |
| 3Y | +69.1% | -100.0% | +169.0% | +70.0% |
| 5Y | +72.6% | -100.0% | +172.5% | +73.5% |
| 10Y | +728.2% | -100.0% | +828.2% | +727.9% |
| All | +1,688.1% | -100.0% | +1,788.1% | +1,700.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 VIVK 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