+1,636.4%
KKR vs VYM
+612.6%
+1,023.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -5.6% |
| 3M | +6.3% | +3.1% | +3.2% | +1.9% |
| 6M | +16.5% | +9.7% | +6.7% | +1.9% |
| YTD | -20.3% | +14.9% | -35.1% | -34.6% |
| 1Y | -29.8% | +17.6% | -47.4% | -44.1% |
| 3Y | +63.2% | +65.3% | -2.1% | -16.7% |
| 5Y | +68.0% | +78.7% | -10.8% | -19.6% |
| 10Y | +704.3% | +208.2% | +496.1% | +79.2% |
| All | +1,636.4% | +612.6% | +1,023.9% | +6.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling