+59.6%
KKR vs VT
+75.6%
-16.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -2.7% |
| 7D | -1.3% | -0.7% | -0.6% | -0.4% |
| 30D | +9.3% | -1.7% | +11.1% | +12.3% |
| 3M | -9.8% | -2.3% | -7.5% | -6.4% |
| 6M | +1.0% | +1.5% | -0.5% | -2.1% |
| YTD | -21.1% | +12.0% | -33.1% | -35.9% |
| 1Y | -17.0% | +12.9% | -29.8% | -33.4% |
| All | +59.6% | +75.6% | -16.0% | -33.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling