+1,688.1%
KKR vs VSH
+373.8%
+1,314.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.3% | -1.8% |
| 7D | -2.2% | +3.5% | -5.7% | -3.7% |
| 30D | +0.3% | -4.4% | +4.6% | +1.6% |
| 3M | +8.8% | -45.8% | +54.6% | +34.7% |
| 6M | +14.9% | +90.1% | -75.2% | -25.0% |
| YTD | -17.9% | +120.3% | -138.2% | -50.7% |
| 1Y | -23.7% | +112.2% | -135.9% | -53.9% |
| 3Y | +69.1% | +36.6% | +32.5% | +19.6% |
| 5Y | +72.6% | +67.0% | +5.5% | +9.4% |
| 10Y | +728.2% | +179.5% | +548.8% | +274.3% |
| All | +1,688.1% | +373.8% | +1,314.3% | +554.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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