+10,432.6%
KLAC vs KKR
+1,637.1%
+8,795.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.6% | -1.7% | -2.4% |
| 7D | +6.2% | -2.2% | +8.4% | +7.3% |
| 30D | -5.0% | +0.3% | -5.2% | -5.5% |
| 3M | -14.4% | +8.8% | -23.2% | -18.5% |
| 6M | +28.3% | +14.9% | +13.4% | +17.8% |
| YTD | +51.1% | -17.9% | +69.0% | +63.2% |
| 1Y | +100.4% | -23.7% | +124.1% | +122.9% |
| 3Y | +276.3% | +69.1% | +207.3% | +169.3% |
| 5Y | +452.1% | +72.6% | +379.5% | +282.9% |
| 10Y | +2,986.0% | +728.2% | +2,257.7% | +982.3% |
| All | +10,432.6% | +1,637.1% | +8,795.6% | +2,475.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling