+1,636.4%
KKR vs VWO
+132.6%
+1,503.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | -0.5% |
| 7D | -6.2% | -1.8% | -4.4% | -4.5% |
| 30D | -8.9% | -0.1% | -8.8% | -8.8% |
| 3M | +6.3% | +2.2% | +4.0% | +3.8% |
| 6M | +16.5% | +8.8% | +7.7% | +6.5% |
| YTD | -20.3% | +12.4% | -32.6% | -29.4% |
| 1Y | -29.8% | +15.6% | -45.4% | -39.7% |
| 3Y | +63.2% | +62.5% | +0.7% | +0.7% |
| 5Y | +68.0% | +34.3% | +33.7% | +27.2% |
| 10Y | +704.3% | +114.8% | +589.5% | +293.4% |
| All | +1,636.4% | +132.6% | +1,503.8% | +668.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling