+433.3%
KLAC vs KKR
+64.7%
+368.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.7% | +1.8% |
| 7D | -2.7% | -6.2% | +3.5% | +0.9% |
| 30D | -13.2% | -8.9% | -4.3% | -8.9% |
| 3M | -25.0% | +6.3% | -31.3% | -28.2% |
| 6M | +23.6% | +16.5% | +7.1% | +11.3% |
| YTD | +49.2% | -20.3% | +69.5% | +65.8% |
| 1Y | +89.3% | -29.8% | +119.1% | +125.1% |
| 3Y | +274.4% | +63.2% | +211.2% | +145.7% |
| All | +433.3% | +64.7% | +368.6% | +225.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 5y: compounded portfolio wealth divided by compounded KKR 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…
5y analysis · Full analysis span regression · 6 months rolling