+77.9%
KKR vs VSXY
+37.5%
+40.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.1% | -2.9% | -0.4% |
| 7D | -6.2% | +0.1% | -6.3% | -6.2% |
| 30D | -8.9% | -18.7% | +9.8% | -5.7% |
| 3M | +6.3% | -4.0% | +10.2% | +5.9% |
| 6M | +16.5% | +67.5% | -51.0% | +0.5% |
| YTD | -20.3% | +39.7% | -59.9% | -29.0% |
| 1Y | -29.8% | +180.0% | -209.8% | -47.4% |
| 3Y | +63.2% | +337.3% | -274.1% | -0.9% |
| 5Y | +68.0% | +22.7% | +45.3% | +34.0% |
| All | +77.9% | +37.5% | +40.4% | +41.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling