+1,024.4%
KKR vs VXUS
+161.8%
+862.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +1.6% | +2.1% | -0.5% | -1.1% |
| 30D | +14.5% | -1.1% | +15.7% | +16.0% |
| 3M | -15.0% | -5.6% | -9.3% | -8.7% |
| 6M | +1.0% | -2.3% | +3.3% | +3.4% |
| YTD | -22.6% | +10.4% | -33.0% | -33.0% |
| 1Y | -18.2% | +13.1% | -31.3% | -31.2% |
| 3Y | +56.4% | +68.0% | -11.6% | -19.9% |
| 5Y | +29.6% | +45.8% | -16.3% | -17.4% |
| 10Y | +671.3% | +144.7% | +526.6% | +174.6% |
| All | +1,024.4% | +161.8% | +862.6% | +256.3% |
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