+696.7%
KKR vs VNQ
+64.0%
+632.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | -0.5% |
| 7D | -6.2% | -1.3% | -4.9% | -5.0% |
| 30D | -8.9% | -2.6% | -6.3% | -6.5% |
| 3M | +6.3% | -2.0% | +8.3% | +8.1% |
| 6M | +16.5% | +4.3% | +12.1% | +11.4% |
| YTD | -20.3% | +9.2% | -29.5% | -27.0% |
| 1Y | -29.8% | +5.6% | -35.4% | -33.5% |
| 3Y | +63.2% | +30.8% | +32.3% | +26.6% |
| 5Y | +68.0% | +8.0% | +60.0% | +58.7% |
| All | +696.7% | +64.0% | +632.7% | +440.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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