+34.4%
NVDA vs KKR
-20.0%
+54.3%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.7% | +1.2% |
| 7D | +5.9% | -0.9% | +6.8% | +6.0% |
| 30D | +5.1% | +2.2% | +2.9% | +4.6% |
| 3M | +5.4% | +13.1% | -7.7% | +2.8% |
| 6M | +26.0% | +15.3% | +10.7% | +22.3% |
| YTD | +23.7% | -15.0% | +38.7% | +23.1% |
| 1Y | +34.4% | -21.0% | +55.4% | +36.7% |
| All | +34.4% | -20.0% | +54.3% | +36.7% |
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 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