+65.5%
QBTS vs KKR
+174.1%
-108.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | +1.3% | -6.2% | +7.5% | +4.9% |
| 30D | -19.0% | -8.9% | -10.1% | -14.8% |
| 3M | -29.5% | +6.3% | -35.7% | -31.9% |
| 6M | -11.2% | +16.5% | -27.6% | -17.9% |
| YTD | -35.8% | -20.3% | -15.5% | -27.7% |
| 1Y | +1.7% | -29.8% | +31.5% | +21.7% |
| 3Y | +1,470.1% | +63.2% | +1,406.9% | +1,234.9% |
| 5Y | +72.3% | +68.0% | +4.3% | +41.8% |
| All | +65.5% | +174.1% | -108.6% | +27.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling