+67.6%
KKR vs VRTX
+173.5%
-105.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.8% | -2.7% |
| 7D | -8.1% | -7.8% | -0.3% | -6.0% |
| 30D | -9.1% | -2.8% | -6.3% | -8.4% |
| 3M | +6.4% | +18.1% | -11.7% | +1.3% |
| 6M | +12.6% | +3.1% | +9.5% | +11.2% |
| YTD | -20.4% | +13.5% | -33.9% | -23.9% |
| 1Y | -27.1% | +32.4% | -59.5% | -33.6% |
| 3Y | +63.8% | +50.0% | +13.8% | +36.8% |
| 5Y | +67.6% | +172.9% | -105.3% | +12.7% |
| All | +67.6% | +173.5% | -105.8% | +12.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling