-22.5%
KKR vs VT
+21.2%
-43.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.2% |
| 7D | -0.6% | +1.0% | -1.6% | -1.8% |
| 30D | +3.0% | -0.2% | +3.3% | +3.4% |
| 3M | +13.6% | +4.5% | +9.1% | +7.9% |
| 6M | +16.2% | +14.1% | +2.2% | -1.1% |
| YTD | -16.6% | +14.8% | -31.3% | -28.8% |
| All | -22.5% | +21.2% | -43.7% | -41.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling