+66.5%
KKR vs VTV
+80.6%
-14.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | -1.2% |
| 7D | -6.2% | -1.1% | -5.1% | -4.1% |
| 30D | -8.9% | -1.0% | -7.8% | -6.9% |
| 3M | +6.3% | +4.6% | +1.6% | -2.3% |
| 6M | +16.5% | +13.5% | +3.0% | -8.5% |
| YTD | -20.3% | +18.5% | -38.8% | -42.3% |
| 1Y | -29.8% | +22.9% | -52.7% | -52.4% |
| 3Y | +63.2% | +67.8% | -4.7% | -35.3% |
| All | +66.5% | +80.6% | -14.1% | -37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 5y: compounded portfolio wealth divided by compounded VTV 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…
5y analysis · Full analysis span regression · 6 months rolling