+696.7%
KKR vs VYM
+209.2%
+487.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | -0.8% |
| 7D | -6.2% | -0.8% | -5.4% | -5.0% |
| 30D | -8.9% | -2.2% | -6.6% | -5.7% |
| 3M | +6.3% | +3.1% | +3.2% | +2.0% |
| 6M | +16.5% | +9.7% | +6.7% | +2.0% |
| YTD | -20.3% | +14.9% | -35.1% | -34.5% |
| 1Y | -29.8% | +17.6% | -47.4% | -44.0% |
| 3Y | +63.2% | +65.3% | -2.1% | -15.4% |
| 5Y | +68.0% | +78.7% | -10.8% | -17.8% |
| All | +696.7% | +209.2% | +487.6% | +101.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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