+28.4%
KKR vs VT
+58.5%
-30.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -1.8% |
| 7D | -1.1% | +2.9% | -4.0% | -6.0% |
| 30D | +11.5% | -2.5% | +14.0% | +16.2% |
| 3M | -12.4% | -3.3% | -9.0% | -7.2% |
| 6M | -1.9% | +1.5% | -3.4% | -5.1% |
| YTD | -23.3% | +11.4% | -34.7% | -37.3% |
| 1Y | -20.4% | +11.9% | -32.4% | -35.5% |
| 3Y | +56.1% | +73.9% | -17.8% | -41.1% |
| 5Y | +28.4% | +57.9% | -29.5% | -38.8% |
| All | +28.4% | +58.5% | -30.1% | -38.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling