+77.7%
KKR vs VLTO
+25.1%
+52.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.7% | -1.0% |
| 7D | -2.2% | -2.6% | +0.4% | -0.6% |
| 30D | +0.3% | -2.5% | +2.7% | +1.9% |
| 3M | +8.8% | +10.1% | -1.3% | +1.9% |
| 6M | +14.9% | +1.0% | +13.9% | +13.8% |
| YTD | -17.9% | -4.8% | -13.1% | -15.3% |
| 1Y | -23.7% | -9.3% | -14.4% | -18.6% |
| All | +77.7% | +25.1% | +52.6% | +54.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling