+48.1%
TSLA vs KKR
+66.4%
-18.3%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.1% | +1.9% | +0.8% |
| 7D | -3.4% | -8.1% | +4.7% | +1.9% |
| 30D | +9.2% | -9.1% | +18.3% | +16.2% |
| 3M | -4.7% | +6.4% | -11.1% | -9.0% |
| 6M | -8.9% | +12.6% | -21.5% | -17.1% |
| YTD | -19.2% | -20.4% | +1.3% | -8.6% |
| 1Y | +4.5% | -27.1% | +31.6% | +23.3% |
| 3Y | +46.3% | +63.8% | -17.5% | -5.1% |
| 5Y | +48.1% | +67.6% | -19.5% | -6.6% |
| All | +48.1% | +66.4% | -18.3% | -6.6% |
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