+21.1%
QCOM vs KKR
+34.3%
-13.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.8% | -1.6% | -0.3% |
| 7D | +5.5% | +5.1% | +0.5% | +2.9% |
| 30D | -1.1% | +10.9% | -12.0% | -6.6% |
| 3M | +7.6% | -2.9% | +10.5% | +8.6% |
| 6M | -20.1% | -1.2% | -18.8% | -20.7% |
| YTD | +3.0% | -20.4% | +23.5% | +14.0% |
| 1Y | +3.2% | -15.4% | +18.7% | +10.2% |
| 3Y | +48.9% | +61.9% | -13.0% | +0.6% |
| 5Y | +21.1% | +38.3% | -17.2% | -13.8% |
| All | +21.1% | +34.3% | -13.2% | -13.8% |
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