+1,632.8%
KKR vs VTV
+605.5%
+1,027.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -2.1% |
| 7D | -8.1% | -2.1% | -6.0% | -5.3% |
| 30D | -9.1% | -1.3% | -7.8% | -7.2% |
| 3M | +6.4% | +5.6% | +0.7% | -1.5% |
| 6M | +12.6% | +12.4% | +0.2% | -4.6% |
| YTD | -20.4% | +17.6% | -38.1% | -36.7% |
| 1Y | -27.1% | +23.5% | -50.6% | -45.6% |
| 3Y | +63.8% | +67.0% | -3.2% | -16.4% |
| 5Y | +67.6% | +80.5% | -12.9% | -19.4% |
| 10Y | +702.6% | +230.6% | +472.0% | +72.6% |
| All | +1,632.8% | +605.5% | +1,027.3% | +33.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling