+1,716.3%
KKR vs VMC
+556.8%
+1,159.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.2% | -1.1% |
| 7D | -0.6% | -0.5% | -0.1% | -0.4% |
| 30D | +3.0% | -9.1% | +12.1% | +7.9% |
| 3M | +13.6% | -4.1% | +17.8% | +15.6% |
| 6M | +16.2% | -5.5% | +21.7% | +18.6% |
| YTD | -16.6% | -8.9% | -7.7% | -14.0% |
| 1Y | -23.2% | -12.9% | -10.3% | -19.0% |
| 3Y | +71.7% | +22.1% | +49.6% | +54.4% |
| 5Y | +74.8% | +52.7% | +22.1% | +42.7% |
| 10Y | +711.6% | +152.7% | +558.8% | +397.4% |
| All | +1,716.3% | +556.8% | +1,159.5% | +558.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling