+119.2%
ORLY vs KKR
+64.7%
+54.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | -2.4% | -6.2% | +3.8% | -1.7% |
| 30D | -6.8% | -8.9% | +2.1% | -5.8% |
| 3M | -4.8% | +6.3% | -11.0% | -5.6% |
| 6M | -9.1% | +16.5% | -25.5% | -10.8% |
| YTD | -5.9% | -20.3% | +14.3% | -3.9% |
| 1Y | -20.4% | -29.8% | +9.4% | -17.6% |
| 3Y | +36.6% | +63.2% | -26.6% | +20.6% |
| All | +119.2% | +64.7% | +54.4% | +83.0% |
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 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