+1,750.7%
KKR vs VRTX
+1,498.2%
+252.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.1% | +0.3% | -1.4% |
| 7D | -0.9% | +0.8% | -1.7% | -1.0% |
| 30D | +2.2% | +12.6% | -10.5% | -0.3% |
| 3M | +13.1% | +23.6% | -10.6% | +8.3% |
| 6M | +15.3% | +14.3% | +1.0% | +11.9% |
| YTD | -15.0% | +20.5% | -35.5% | -18.5% |
| 1Y | -21.0% | +37.6% | -58.6% | -26.3% |
| 3Y | +76.7% | +55.5% | +21.2% | +58.7% |
| 5Y | +74.3% | +175.7% | -101.4% | +39.7% |
| 10Y | +753.7% | +474.2% | +279.5% | +498.7% |
| All | +1,750.7% | +1,498.2% | +252.4% | +876.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling