+1,135.4%
KKR vs VXUS
+179.6%
+955.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.3% | -2.5% |
| 7D | -0.9% | +1.0% | -1.9% | -2.1% |
| 30D | +2.2% | +2.2% | 0.0% | -0.6% |
| 3M | +13.1% | +3.0% | +10.1% | +8.5% |
| 6M | +15.3% | +10.7% | +4.6% | 0.0% |
| YTD | -15.0% | +17.8% | -32.9% | -32.1% |
| 1Y | -21.0% | +27.6% | -48.6% | -43.0% |
| 3Y | +76.7% | +73.3% | +3.4% | -12.5% |
| 5Y | +74.3% | +54.3% | +20.0% | +3.6% |
| 10Y | +753.7% | +149.8% | +603.9% | +194.3% |
| All | +1,135.4% | +179.6% | +955.8% | +260.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling