+1,636.4%
KKR vs YUM
+550.0%
+1,086.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | +1.4% |
| 7D | -6.2% | -6.1% | -0.1% | -2.7% |
| 30D | -8.9% | -5.8% | -3.0% | -5.9% |
| 3M | +6.3% | -7.6% | +13.9% | +10.1% |
| 6M | +16.5% | -9.1% | +25.6% | +21.1% |
| YTD | -20.3% | -5.5% | -14.7% | -19.6% |
| 1Y | -29.8% | -3.7% | -26.1% | -30.4% |
| 3Y | +63.2% | +17.8% | +45.4% | +39.3% |
| 5Y | +68.0% | +19.3% | +48.7% | +43.1% |
| 10Y | +704.3% | +170.7% | +533.6% | +317.9% |
| All | +1,636.4% | +550.0% | +1,086.4% | +317.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling