-19.8%
KKRS vs VT
+74.5%
-94.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.7% |
| 7D | -2.1% | -0.7% | -1.4% | -1.8% |
| 30D | -1.6% | -1.7% | +0.2% | -0.8% |
| 3M | -5.1% | -2.3% | -2.8% | -4.3% |
| 6M | -7.4% | +1.5% | -9.0% | -8.3% |
| YTD | -9.2% | +12.0% | -21.3% | -14.2% |
| 1Y | -11.4% | +12.9% | -24.2% | -16.5% |
| 3Y | +3.6% | +74.9% | -71.4% | -22.6% |
| 5Y | -21.8% | +59.9% | -81.7% | -41.4% |
| All | -19.8% | +74.5% | -94.3% | -40.4% |
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