-29.8%
KKR vs VNQ
+7.2%
-37.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | -0.4% |
| 7D | -6.2% | -1.3% | -4.9% | -5.2% |
| 30D | -8.9% | -2.6% | -6.3% | -6.8% |
| 3M | +6.3% | -2.0% | +8.3% | +7.8% |
| 6M | +16.5% | +4.3% | +12.1% | +10.1% |
| YTD | -20.3% | +9.2% | -29.5% | -28.8% |
| 1Y | -29.8% | +5.6% | -35.4% | -36.3% |
| All | -29.8% | +7.2% | -37.0% | -36.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling