+1,632.8%
KKR vs VTR
+223.2%
+1,409.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.2% | -4.3% | -3.5% |
| 7D | -8.1% | -1.8% | -6.3% | -7.5% |
| 30D | -9.1% | +4.0% | -13.1% | -10.5% |
| 3M | +6.4% | +7.8% | -1.5% | +2.6% |
| 6M | +12.6% | +6.4% | +6.2% | +8.7% |
| YTD | -20.4% | +18.3% | -38.7% | -26.4% |
| 1Y | -27.1% | +33.9% | -61.0% | -36.0% |
| 3Y | +63.8% | +134.3% | -70.5% | +13.8% |
| 5Y | +67.6% | +90.3% | -22.6% | +25.4% |
| 10Y | +702.6% | +100.1% | +602.5% | +409.2% |
| All | +1,632.8% | +223.2% | +1,409.7% | +539.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling