+1,048.7%
LMT vs KKR
+1,583.3%
-534.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.1% | +4.2% | +1.6% |
| 7D | -0.5% | -8.1% | +7.6% | +0.8% |
| 30D | -10.8% | -9.1% | -1.7% | -9.4% |
| 3M | +1.6% | +6.4% | -4.8% | +0.3% |
| 6M | -17.6% | +12.6% | -30.1% | -19.6% |
| YTD | +11.6% | -20.4% | +32.0% | +14.9% |
| 1Y | +17.2% | -27.1% | +44.3% | +22.1% |
| 3Y | +35.7% | +63.8% | -28.1% | +17.1% |
| 5Y | +75.2% | +67.6% | +7.6% | +44.7% |
| 10Y | +190.1% | +702.6% | -512.5% | +62.8% |
| All | +1,048.7% | +1,583.3% | -534.6% | +425.7% |
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 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