+651.4%
KKR vs VRTX
+483.3%
+168.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.1% |
| 7D | +1.6% | -1.6% | +3.2% | +2.1% |
| 30D | +14.5% | +8.0% | +6.5% | +12.0% |
| 3M | -15.0% | +4.3% | -19.3% | -16.1% |
| 6M | +1.0% | +18.9% | -17.9% | -4.3% |
| YTD | -22.6% | +18.8% | -41.4% | -27.2% |
| 1Y | -18.2% | +24.0% | -42.2% | -24.1% |
| 3Y | +56.4% | +42.1% | +14.2% | +35.2% |
| 5Y | +29.6% | +187.6% | -158.0% | -11.5% |
| All | +651.4% | +483.3% | +168.1% | +367.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 10y: compounded portfolio wealth divided by compounded VRTX 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…
10y analysis · Full analysis span regression · 6 months rolling