+15.2%
NXPI vs KKR
+71.8%
-56.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.3% | +0.6% |
| 7D | -2.3% | -2.2% | -0.1% | -1.1% |
| 30D | -4.3% | +0.3% | -4.6% | -5.0% |
| 3M | -24.7% | +8.8% | -33.5% | -28.9% |
| 6M | +9.7% | +14.9% | -5.2% | -1.3% |
| YTD | +3.8% | -17.9% | +21.7% | +13.0% |
| 1Y | +1.6% | -23.7% | +25.3% | +14.8% |
| 3Y | +16.0% | +69.1% | -53.0% | -24.9% |
| All | +15.2% | +71.8% | -56.6% | -28.6% |
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