-13.7%
KKR vs YUM
+15.9%
-29.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +5.9% | -0.3% | +5.1% |
| 7D | +8.9% | +10.8% | -1.8% | +8.3% |
| 30D | +12.7% | +21.4% | -8.8% | +12.5% |
| 3M | -6.2% | +13.2% | -19.4% | -6.7% |
| 6M | -1.5% | +8.8% | -10.3% | -2.6% |
| YTD | -20.1% | +11.5% | -31.6% | -23.1% |
| 1Y | -13.7% | +13.4% | -27.1% | -17.1% |
| All | -13.7% | +15.9% | -29.6% | -17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside YUM.
Daily Out/Under-Performance
Portfolio return minus YUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × YUM 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 1y: compounded portfolio wealth divided by compounded YUM 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…
1y analysis · Full analysis span regression · 6 months rolling