+1,624.6%
KKR vs VOO
+802.4%
+822.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.2% |
| 7D | -8.1% | -2.0% | -6.1% | -5.4% |
| 30D | -9.1% | -1.7% | -7.4% | -6.7% |
| 3M | +6.4% | +4.7% | +1.6% | -0.3% |
| 6M | +12.6% | +12.6% | 0.0% | -5.1% |
| YTD | -20.4% | +11.8% | -32.2% | -31.8% |
| 1Y | -27.1% | +17.5% | -44.6% | -41.8% |
| 3Y | +63.8% | +77.0% | -13.2% | -23.5% |
| 5Y | +67.6% | +82.6% | -15.0% | -21.6% |
| 10Y | +702.6% | +320.0% | +382.6% | +21.5% |
| All | +1,624.6% | +802.4% | +822.2% | -10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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