+41.9%
TMUS vs KKR
+72.2%
-30.3%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.6% | -0.8% | -2.2% |
| 7D | -5.3% | -2.2% | -3.1% | -5.1% |
| 30D | +0.1% | +0.3% | -0.2% | 0.0% |
| 3M | -0.6% | +8.8% | -9.4% | -1.8% |
| 6M | -17.5% | +14.9% | -32.5% | -19.3% |
| YTD | -11.3% | -17.9% | +6.6% | -9.3% |
| 1Y | -25.4% | -23.7% | -1.7% | -23.1% |
| 3Y | +35.5% | +69.1% | -33.5% | +16.9% |
| 5Y | +41.9% | +72.6% | -30.6% | +14.3% |
| All | +41.9% | +72.2% | -30.3% | +14.3% |
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