+1,716.3%
KKR vs VO
+568.3%
+1,148.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.1% |
| 7D | -0.6% | +0.6% | -1.3% | -1.5% |
| 30D | +3.0% | -1.1% | +4.1% | +4.7% |
| 3M | +13.6% | +4.5% | +9.1% | +7.2% |
| 6M | +16.2% | +11.1% | +5.2% | +0.9% |
| YTD | -16.6% | +13.5% | -30.1% | -29.4% |
| 1Y | -23.2% | +14.5% | -37.7% | -35.4% |
| 3Y | +71.7% | +58.1% | +13.6% | -1.7% |
| 5Y | +74.8% | +43.3% | +31.5% | +18.8% |
| 10Y | +711.6% | +193.2% | +518.4% | +129.2% |
| All | +1,716.3% | +568.3% | +1,148.0% | +95.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling