+889.8%
NVDA vs KKR
+64.7%
+825.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.2% |
| 7D | -5.1% | -6.2% | +1.0% | -1.1% |
| 30D | -2.5% | -8.9% | +6.4% | +3.4% |
| 3M | +6.7% | +6.3% | +0.4% | +0.9% |
| 6M | +17.6% | +16.5% | +1.2% | +2.8% |
| YTD | +17.3% | -20.3% | +37.6% | +31.7% |
| 1Y | +23.5% | -29.8% | +53.3% | +49.6% |
| 3Y | +384.6% | +63.2% | +321.4% | +166.9% |
| All | +889.8% | +64.7% | +825.0% | +418.5% |
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