+95.6%
LLY vs KKR
+75.8%
+19.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.9% | -0.4% | -1.9% |
| 7D | -3.1% | -0.6% | -2.5% | -3.0% |
| 30D | -5.1% | +3.0% | -8.1% | -5.6% |
| 3M | -2.1% | +13.6% | -15.7% | -4.3% |
| 6M | +13.8% | +16.2% | -2.4% | +10.6% |
| YTD | +5.1% | -16.6% | +21.7% | +8.0% |
| 1Y | +53.1% | -23.2% | +76.3% | +59.4% |
| 3Y | +95.6% | +71.7% | +23.9% | +62.9% |
| All | +95.6% | +75.8% | +19.8% | +62.9% |
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