+27.0%
NFLX vs KKR
+66.4%
-39.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.1% | +3.1% | +1.1% |
| 7D | -8.1% | -8.1% | 0.0% | -5.1% |
| 30D | +1.6% | -9.1% | +10.7% | +5.3% |
| 3M | -7.3% | +6.4% | -13.7% | -10.0% |
| 6M | -21.6% | +12.6% | -34.2% | -26.1% |
| YTD | -18.9% | -20.4% | +1.5% | -13.0% |
| 1Y | -39.1% | -27.1% | -12.0% | -32.9% |
| 3Y | +71.7% | +63.8% | +7.8% | +15.0% |
| 5Y | +27.0% | +67.6% | -40.7% | -18.9% |
| All | +27.0% | +66.4% | -39.5% | -18.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling