+17.9%
LMT vs KKR
-20.0%
+37.9%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.4% | -1.3% |
| 7D | -6.3% | -0.9% | -5.4% | -6.2% |
| 30D | -8.5% | +2.2% | -10.7% | -8.6% |
| 3M | +1.8% | +13.1% | -11.2% | +0.9% |
| 6M | -19.9% | +15.3% | -35.2% | -20.6% |
| YTD | +10.6% | -15.0% | +25.6% | +13.6% |
| 1Y | +17.9% | -21.0% | +38.9% | +22.2% |
| All | +17.9% | -20.0% | +37.9% | +22.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling