+67.6%
KKR vs VMC
+47.2%
+20.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.3% | -3.4% | -3.3% |
| 7D | -8.1% | -3.7% | -4.4% | -5.6% |
| 30D | -9.1% | -12.8% | +3.7% | +0.3% |
| 3M | +6.4% | -7.9% | +14.3% | +12.0% |
| 6M | +12.6% | -7.5% | +20.1% | +17.0% |
| YTD | -20.4% | -11.6% | -8.8% | -15.9% |
| 1Y | -27.1% | -14.3% | -12.8% | -21.1% |
| 3Y | +63.8% | +18.5% | +45.3% | +33.9% |
| 5Y | +67.6% | +46.8% | +20.9% | +16.7% |
| All | +67.6% | +47.2% | +20.4% | +16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 5y: compounded portfolio wealth divided by compounded VMC 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…
5y analysis · Full analysis span regression · 6 months rolling