+4,769.6%
LLY vs KKR
+1,697.8%
+3,071.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +1.0% | -0.6% |
| 7D | -2.1% | -0.9% | -1.3% | -2.0% |
| 30D | -1.6% | +2.2% | -3.8% | -2.1% |
| 3M | +2.3% | +13.1% | -10.8% | -0.3% |
| 6M | +14.9% | +15.3% | -0.4% | +11.2% |
| YTD | +7.5% | -15.0% | +22.5% | +9.5% |
| 1Y | +55.7% | -21.0% | +76.7% | +60.1% |
| 3Y | +110.6% | +76.7% | +33.9% | +82.3% |
| 5Y | +363.4% | +74.3% | +289.1% | +291.2% |
| 10Y | +1,649.0% | +753.7% | +895.2% | +960.7% |
| All | +4,769.6% | +1,697.8% | +3,071.8% | +2,514.8% |
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