-13.7%
KKR vs VO
+16.3%
-30.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.9% | +4.7% | +4.1% |
| 7D | +8.9% | +1.0% | +7.9% | +7.2% |
| 30D | +12.7% | +2.6% | +10.0% | +7.9% |
| 3M | -6.2% | -0.3% | -5.9% | -5.4% |
| 6M | -1.5% | +7.6% | -9.1% | -12.2% |
| YTD | -20.1% | +14.7% | -34.8% | -35.1% |
| 1Y | -13.7% | +16.4% | -30.1% | -31.2% |
| All | -13.7% | +16.3% | -30.0% | -31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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