+13.6%
QCOM vs KKR
-26.0%
+39.6%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.1% | +3.4% | +1.4% |
| 7D | +4.9% | -8.1% | +13.0% | +8.2% |
| 30D | +9.3% | -9.1% | +18.4% | +13.1% |
| 3M | -7.0% | +6.4% | -13.3% | -9.6% |
| 6M | +32.0% | +12.6% | +19.5% | +24.9% |
| YTD | +5.0% | -20.4% | +25.4% | +14.7% |
| 1Y | +13.6% | -27.1% | +40.7% | +21.7% |
| All | +13.6% | -26.0% | +39.6% | +21.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling