+63.2%
KKR vs VSXY
+352.7%
-289.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.1% | -2.9% | -0.2% |
| 7D | -6.2% | +0.1% | -6.3% | -6.2% |
| 30D | -8.9% | -18.7% | +9.8% | -6.7% |
| 3M | +6.3% | -4.0% | +10.2% | +6.0% |
| 6M | +16.5% | +67.5% | -51.0% | +4.4% |
| YTD | -20.3% | +39.7% | -59.9% | -26.7% |
| 1Y | -29.8% | +180.0% | -209.8% | -43.6% |
| 3Y | +63.2% | +337.3% | -274.1% | +22.9% |
| All | +63.2% | +352.7% | -289.5% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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