+22.7%
NXPI vs KKR
+62.5%
-39.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.2% | +4.3% | +4.4% |
| 7D | +3.9% | -6.2% | +10.0% | +7.1% |
| 30D | +1.4% | -8.9% | +10.2% | +5.7% |
| 3M | -21.5% | +6.3% | -27.8% | -24.7% |
| 6M | +19.4% | +16.5% | +2.9% | +7.4% |
| YTD | +9.9% | -20.3% | +30.2% | +21.4% |
| 1Y | +7.9% | -29.8% | +37.7% | +27.4% |
| 3Y | +22.7% | +63.2% | -40.5% | -11.8% |
| All | +22.7% | +62.5% | -39.8% | -11.8% |
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