+1,057.4%
TMUS vs KKR
+1,536.3%
-478.9%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.9% |
| 7D | +4.9% | +1.6% | +3.3% | +4.4% |
| 30D | +7.7% | +14.5% | -6.8% | +3.7% |
| 3M | -6.8% | -15.0% | +8.2% | -2.9% |
| 6M | -9.7% | +1.0% | -10.7% | -10.8% |
| YTD | -15.0% | -22.6% | +7.7% | -10.6% |
| 1Y | -19.1% | -18.2% | -0.9% | -16.6% |
| 3Y | +21.4% | +56.4% | -35.0% | -4.4% |
| 5Y | +51.2% | +29.6% | +21.6% | +21.3% |
| 10Y | +240.2% | +671.3% | -431.1% | +31.4% |
| All | +1,057.4% | +1,536.3% | -478.9% | +180.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling