+2,876.9%
TQQQ vs KKR
+710.9%
+2,166.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.3% | +2.3% |
| 7D | -1.9% | -6.2% | +4.3% | +5.7% |
| 30D | -4.9% | -8.9% | +4.0% | +5.7% |
| 3M | -6.4% | +6.3% | -12.7% | -14.4% |
| 6M | +44.4% | +16.5% | +27.9% | +15.8% |
| YTD | +35.2% | -20.3% | +55.4% | +66.2% |
| 1Y | +49.5% | -29.8% | +79.3% | +109.7% |
| 3Y | +250.7% | +63.2% | +187.5% | +61.0% |
| 5Y | +104.7% | +68.0% | +36.7% | +1.0% |
| All | +2,876.9% | +710.9% | +2,166.0% | +275.0% |
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 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