+35.0%
LMT vs KKR
+62.5%
-27.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.1% |
| 7D | -0.2% | -6.2% | +6.0% | 0.0% |
| 30D | -13.1% | -8.9% | -4.2% | -12.8% |
| 3M | -3.9% | +6.3% | -10.1% | -4.0% |
| 6M | -18.3% | +16.5% | -34.7% | -18.5% |
| YTD | +10.3% | -20.3% | +30.6% | +10.9% |
| 1Y | +14.2% | -29.8% | +44.0% | +15.0% |
| 3Y | +35.0% | +63.2% | -28.2% | +38.7% |
| All | +35.0% | +62.5% | -27.5% | +38.7% |
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