+317.5%
TMUS vs KKR
+710.9%
-393.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.7% | +2.9% |
| 7D | +0.4% | -6.2% | +6.6% | +1.9% |
| 30D | +3.5% | -8.9% | +12.4% | +5.6% |
| 3M | -1.3% | +6.3% | -7.6% | -3.0% |
| 6M | -13.6% | +16.5% | -30.1% | -17.4% |
| YTD | -8.8% | -20.3% | +11.5% | -5.1% |
| 1Y | -22.9% | -29.8% | +6.9% | -17.6% |
| 3Y | +36.7% | +63.2% | -26.5% | +9.1% |
| 5Y | +46.6% | +68.0% | -21.4% | +10.3% |
| All | +317.5% | +710.9% | -393.4% | +80.1% |
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 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