+390.2%
LLY vs KKR
+72.2%
+318.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.2% |
| 7D | -3.1% | -2.2% | -0.9% | -2.8% |
| 30D | -8.6% | +0.3% | -8.9% | -8.7% |
| 3M | -1.6% | +8.8% | -10.5% | -3.2% |
| 6M | +11.8% | +14.9% | -3.1% | +8.9% |
| YTD | +5.1% | -17.9% | +23.0% | +7.7% |
| 1Y | +50.7% | -23.7% | +74.4% | +55.8% |
| 3Y | +95.7% | +69.1% | +26.6% | +74.4% |
| 5Y | +390.2% | +72.6% | +317.6% | +327.6% |
| All | +390.2% | +72.2% | +318.0% | +327.6% |
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