-17.4%
KKRS vs VOO
+98.4%
-115.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.1% |
| 7D | -0.8% | -2.0% | +1.2% | 0.0% |
| 30D | -2.4% | -1.7% | -0.7% | -1.7% |
| 3M | -1.2% | +4.7% | -5.9% | -3.1% |
| 6M | -6.9% | +12.6% | -19.5% | -11.5% |
| YTD | -6.6% | +11.8% | -18.3% | -10.9% |
| 1Y | -11.6% | +17.5% | -29.1% | -17.5% |
| 3Y | +11.9% | +77.0% | -65.1% | -14.4% |
| 5Y | -21.0% | +82.6% | -103.6% | -41.6% |
| All | -17.4% | +98.4% | -115.8% | -39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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