+139.5%
LLY vs KKR
+62.2%
+77.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.5% |
| 7D | +1.4% | -1.3% | +2.6% | +1.6% |
| 30D | +21.5% | +9.3% | +12.2% | +20.0% |
| 3M | +18.5% | -9.8% | +28.3% | +19.9% |
| 6M | +49.1% | +1.0% | +48.1% | +48.1% |
| YTD | +34.4% | -21.1% | +55.5% | +38.9% |
| 1Y | +46.3% | -17.0% | +63.3% | +49.3% |
| All | +139.5% | +62.2% | +77.2% | +116.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling