-29.8%
KKR vs VTRS
+66.8%
-96.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | 0.0% |
| 7D | -6.2% | -2.2% | -4.0% | -5.6% |
| 30D | -8.9% | +3.3% | -12.2% | -9.7% |
| 3M | +6.3% | +2.0% | +4.3% | +5.6% |
| 6M | +16.5% | +19.9% | -3.5% | +9.3% |
| YTD | -20.3% | +35.7% | -56.0% | -26.3% |
| 1Y | -29.8% | +68.1% | -97.9% | -38.4% |
| All | -29.8% | +66.8% | -96.6% | -38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 1y: compounded portfolio wealth divided by compounded VTRS 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…
1y analysis · Full analysis span regression · 6 months rolling