+1,136.1%
TMUS vs KKR
+1,697.8%
-561.7%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.8% | -1.6% | -2.9% |
| 7D | +0.1% | -0.9% | +1.0% | +0.3% |
| 30D | +5.3% | +2.2% | +3.1% | +4.4% |
| 3M | +3.1% | +13.1% | -9.9% | -0.8% |
| 6M | -16.5% | +15.3% | -31.7% | -20.6% |
| YTD | -9.2% | -15.0% | +5.9% | -6.6% |
| 1Y | -26.5% | -21.0% | -5.5% | -23.3% |
| 3Y | +39.0% | +76.7% | -37.7% | +5.6% |
| 5Y | +40.4% | +74.3% | -34.0% | +1.6% |
| 10Y | +303.7% | +753.7% | -450.0% | +51.8% |
| All | +1,136.1% | +1,697.8% | -561.7% | +192.3% |
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 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