+720.6%
KKR vs VT
+217.6%
+503.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.3% | +3.5% |
| 7D | +5.1% | -0.1% | +5.2% | +5.1% |
| 30D | +10.9% | -3.1% | +13.9% | +16.0% |
| 3M | -2.9% | -3.5% | +0.6% | +2.5% |
| 6M | -1.2% | +0.5% | -1.7% | -2.3% |
| YTD | -20.4% | +10.8% | -31.2% | -32.3% |
| 1Y | -15.4% | +11.9% | -27.3% | -29.1% |
| 3Y | +61.9% | +73.0% | -11.1% | -27.1% |
| 5Y | +38.3% | +58.6% | -20.4% | -26.2% |
| 10Y | +720.6% | +219.2% | +501.4% | +74.3% |
| All | +720.6% | +217.6% | +503.0% | +74.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling