+1,750.7%
KKR vs VT
+455.2%
+1,295.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -0.9% | +0.4% | -1.3% | -1.5% |
| 30D | +2.2% | +1.0% | +1.2% | +0.8% |
| 3M | +13.1% | +2.4% | +10.7% | +9.3% |
| 6M | +15.3% | +12.0% | +3.3% | -2.5% |
| YTD | -15.0% | +15.3% | -30.3% | -30.8% |
| 1Y | -21.0% | +22.6% | -43.6% | -41.0% |
| 3Y | +76.7% | +74.7% | +2.0% | -16.5% |
| 5Y | +74.3% | +66.1% | +8.2% | -7.4% |
| 10Y | +753.7% | +225.0% | +528.7% | +96.2% |
| All | +1,750.7% | +455.2% | +1,295.5% | +128.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling