+68.0%
KKR vs VRTX
+51.7%
+16.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -1.2% |
| 7D | -2.2% | -6.4% | +4.2% | -0.8% |
| 30D | +0.3% | -0.5% | +0.8% | +0.4% |
| 3M | +8.8% | +16.9% | -8.1% | +5.2% |
| 6M | +14.9% | +13.1% | +1.8% | +11.7% |
| YTD | -17.9% | +14.9% | -32.8% | -20.8% |
| 1Y | -23.7% | +31.4% | -55.1% | -28.8% |
| All | +68.0% | +51.7% | +16.3% | +45.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling