+95.7%
QQQ vs KKR
+64.7%
+31.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | -0.6% | -6.2% | +5.6% | +1.9% |
| 30D | -1.2% | -8.9% | +7.6% | +2.2% |
| 3M | -0.2% | +6.3% | -6.5% | -3.1% |
| 6M | +17.9% | +16.5% | +1.5% | +9.7% |
| YTD | +16.6% | -20.3% | +36.9% | +25.1% |
| 1Y | +23.0% | -29.8% | +52.8% | +38.2% |
| 3Y | +92.9% | +63.2% | +29.8% | +39.9% |
| All | +95.7% | +64.7% | +31.0% | +32.9% |
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