+1,584.4%
KKR vs VO
+571.0%
+1,013.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +1.6% | +3.1% | -1.5% | -2.6% |
| 30D | +14.5% | +2.2% | +12.3% | +11.2% |
| 3M | -15.0% | -2.5% | -12.5% | -11.8% |
| 6M | +1.0% | +7.0% | -5.9% | -7.5% |
| YTD | -22.6% | +14.0% | -36.6% | -34.8% |
| 1Y | -18.2% | +15.6% | -33.9% | -32.3% |
| 3Y | +56.4% | +66.2% | -9.8% | -16.3% |
| 5Y | +29.6% | +36.6% | -7.1% | -6.7% |
| 10Y | +671.3% | +199.0% | +472.3% | +112.7% |
| All | +1,584.4% | +571.0% | +1,013.4% | +80.3% |
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