+696.7%
KKR vs VTR
+99.2%
+597.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.4% |
| 7D | -6.2% | -0.3% | -5.9% | -6.1% |
| 30D | -8.9% | +1.1% | -10.0% | -9.2% |
| 3M | +6.3% | +7.9% | -1.6% | +2.8% |
| 6M | +16.5% | +6.2% | +10.3% | +12.9% |
| YTD | -20.3% | +17.7% | -38.0% | -25.7% |
| 1Y | -29.8% | +32.9% | -62.7% | -37.6% |
| 3Y | +63.2% | +129.7% | -66.5% | +17.4% |
| 5Y | +68.0% | +89.3% | -21.4% | +28.5% |
| All | +696.7% | +99.2% | +597.5% | +387.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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