+695.1%
KKR vs VXUS
+148.6%
+546.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.8% | -1.3% |
| 7D | -8.1% | -1.9% | -6.2% | -5.6% |
| 30D | -9.1% | -0.7% | -8.4% | -8.1% |
| 3M | +6.4% | +4.9% | +1.4% | -0.7% |
| 6M | +12.6% | +9.7% | +2.9% | -2.3% |
| YTD | -20.4% | +15.0% | -35.4% | -35.6% |
| 1Y | -27.1% | +22.4% | -49.5% | -46.0% |
| 3Y | +63.8% | +72.2% | -8.4% | -24.2% |
| 5Y | +67.6% | +52.6% | +15.0% | -5.3% |
| All | +695.1% | +148.6% | +546.4% | +162.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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