+70.8%
KKR vs VLTO
+57.1%
+13.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.3% | -1.1% |
| 7D | -1.3% | +1.5% | -2.8% | -2.2% |
| 30D | +9.3% | +20.9% | -11.6% | -2.9% |
| 3M | -9.8% | +21.4% | -31.2% | -20.1% |
| 6M | +1.0% | +37.6% | -36.6% | -17.9% |
| YTD | -21.1% | +19.5% | -40.6% | -29.3% |
| 1Y | -17.0% | +22.0% | -39.0% | -27.0% |
| 3Y | +60.6% | +70.7% | -10.1% | +17.8% |
| All | +70.8% | +57.1% | +13.7% | +29.2% |
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