+5,989.5%
LLY vs KKR
+1,569.6%
+4,419.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +19.6% |
| 3M | +18.5% | -9.8% | +28.3% | +20.4% |
| 6M | +49.1% | +1.0% | +48.1% | +48.0% |
| YTD | +34.4% | -21.1% | +55.5% | +38.6% |
| 1Y | +46.3% | -17.0% | +63.3% | +49.2% |
| 3Y | +145.5% | +60.6% | +84.8% | +116.2% |
| 5Y | +472.7% | +33.6% | +439.1% | +408.8% |
| 10Y | +2,049.9% | +687.0% | +1,362.9% | +1,222.2% |
| All | +5,989.5% | +1,569.6% | +4,419.9% | +3,209.3% |
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