+37.1%
QCOM vs KKR
+74.9%
-37.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.9% | +5.0% | +4.1% |
| 7D | +5.1% | -0.6% | +5.7% | +5.3% |
| 30D | +4.3% | +3.0% | +1.2% | +2.2% |
| 3M | -19.6% | +13.6% | -33.3% | -25.4% |
| 6M | +29.5% | +16.2% | +13.3% | +17.8% |
| YTD | +3.4% | -16.6% | +20.0% | +11.6% |
| 1Y | +10.9% | -23.2% | +34.1% | +24.2% |
| 3Y | +74.8% | +71.7% | +3.1% | +17.1% |
| All | +37.1% | +74.9% | -37.8% | -13.1% |
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