+67.6%
KKR vs VRSN
+32.1%
+35.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.7% | -3.8% | -3.4% |
| 7D | -8.1% | -1.5% | -6.6% | -7.5% |
| 30D | -9.1% | +0.7% | -9.8% | -9.5% |
| 3M | +6.4% | +0.6% | +5.8% | +5.4% |
| 6M | +12.6% | +21.7% | -9.2% | -0.5% |
| YTD | -20.4% | +20.0% | -40.4% | -29.5% |
| 1Y | -27.1% | +3.2% | -30.2% | -29.5% |
| 3Y | +63.8% | +42.4% | +21.5% | +24.9% |
| 5Y | +67.6% | +33.0% | +34.6% | +35.7% |
| All | +67.6% | +32.1% | +35.5% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 5y: compounded portfolio wealth divided by compounded VRSN 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…
5y analysis · Full analysis span regression · 6 months rolling