+72.6%
KKR vs VXUS
+54.3%
+18.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -0.4% |
| 7D | -2.2% | +0.3% | -2.5% | -2.6% |
| 30D | +0.3% | +0.7% | -0.4% | -0.7% |
| 3M | +8.8% | +4.8% | +4.1% | +1.2% |
| 6M | +14.9% | +11.3% | +3.6% | -3.9% |
| YTD | -17.9% | +16.5% | -34.4% | -36.5% |
| 1Y | -23.7% | +24.3% | -48.0% | -46.9% |
| 3Y | +69.1% | +74.5% | -5.4% | -33.1% |
| 5Y | +72.6% | +54.3% | +18.2% | -11.5% |
| All | +72.6% | +54.3% | +18.3% | -11.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling