-15.7%
KKRS vs VT
+79.7%
-95.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +0.4% | +0.4% | 0.0% | +0.2% |
| 30D | -0.1% | +1.0% | -1.1% | -0.6% |
| 3M | +0.7% | +2.4% | -1.7% | -0.5% |
| 6M | -4.8% | +12.0% | -16.8% | -9.7% |
| YTD | -4.6% | +15.3% | -20.0% | -10.9% |
| 1Y | -7.6% | +22.6% | -30.2% | -16.2% |
| 3Y | +11.2% | +74.7% | -63.5% | -16.6% |
| 5Y | -19.0% | +66.1% | -85.2% | -40.2% |
| All | -15.7% | +79.7% | -95.4% | -38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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