+1,716.3%
KKR vs VRSN
+1,071.6%
+644.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.4% | +1.5% | -0.1% |
| 7D | -0.6% | -2.1% | +1.5% | +0.5% |
| 30D | +3.0% | -3.9% | +7.0% | +5.0% |
| 3M | +13.6% | -0.1% | +13.8% | +12.8% |
| 6M | +16.2% | +16.4% | -0.2% | +4.9% |
| YTD | -16.6% | +17.2% | -33.8% | -25.5% |
| 1Y | -23.2% | +1.0% | -24.2% | -25.7% |
| 3Y | +71.7% | +39.1% | +32.6% | +35.0% |
| 5Y | +74.8% | +29.0% | +45.8% | +42.6% |
| 10Y | +711.6% | +275.8% | +435.7% | +279.1% |
| All | +1,716.3% | +1,071.6% | +644.7% | +294.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling