+696.7%
KKR vs VWO
+117.1%
+579.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | -0.5% |
| 7D | -6.2% | -1.8% | -4.4% | -4.4% |
| 30D | -8.9% | -0.1% | -8.8% | -8.8% |
| 3M | +6.3% | +2.2% | +4.0% | +3.6% |
| 6M | +16.5% | +8.8% | +7.7% | +5.7% |
| YTD | -20.3% | +12.4% | -32.6% | -30.2% |
| 1Y | -29.8% | +15.6% | -45.4% | -40.5% |
| 3Y | +63.2% | +62.5% | +0.7% | -4.0% |
| 5Y | +68.0% | +34.3% | +33.7% | +22.3% |
| All | +696.7% | +117.1% | +579.6% | +298.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 10y: compounded portfolio wealth divided by compounded VWO 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…
10y analysis · Full analysis span regression · 6 months rolling