+696.7%
KKR vs VO
+200.3%
+496.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.9% |
| 7D | -6.2% | -1.5% | -4.7% | -4.1% |
| 30D | -8.9% | -3.0% | -5.8% | -4.6% |
| 3M | +6.3% | +2.8% | +3.4% | +2.5% |
| 6M | +16.5% | +10.9% | +5.5% | +0.7% |
| YTD | -20.3% | +12.5% | -32.7% | -32.0% |
| 1Y | -29.8% | +12.0% | -41.8% | -39.6% |
| 3Y | +63.2% | +56.3% | +6.9% | -7.0% |
| 5Y | +68.0% | +42.9% | +25.0% | +12.2% |
| All | +696.7% | +200.3% | +496.5% | +122.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling