+36.6%
ORLY vs KKR
+62.5%
-25.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | -2.4% | -6.2% | +3.8% | -2.0% |
| 30D | -6.8% | -8.9% | +2.1% | -6.2% |
| 3M | -4.8% | +6.3% | -11.0% | -5.1% |
| 6M | -9.1% | +16.5% | -25.5% | -9.9% |
| YTD | -5.9% | -20.3% | +14.3% | -4.7% |
| 1Y | -20.4% | -29.8% | +9.4% | -18.8% |
| 3Y | +36.6% | +63.2% | -26.6% | +25.0% |
| All | +36.6% | +62.5% | -25.9% | +25.0% |
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