+63.2%
KKR vs VTR
+132.9%
-69.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.3% |
| 7D | -6.2% | -0.3% | -5.9% | -6.1% |
| 30D | -8.9% | +1.1% | -10.0% | -9.0% |
| 3M | +6.3% | +7.9% | -1.6% | +3.8% |
| 6M | +16.5% | +6.2% | +10.3% | +14.1% |
| YTD | -20.3% | +17.7% | -38.0% | -24.3% |
| 1Y | -29.8% | +32.9% | -62.7% | -36.3% |
| 3Y | +63.2% | +129.7% | -66.5% | +18.9% |
| All | +63.2% | +132.9% | -69.7% | +18.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling