+66.2%
TSM vs KKR
-26.0%
+92.1%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.1% | +1.4% | -0.9% |
| 7D | +2.6% | -8.1% | +10.7% | +4.8% |
| 30D | +1.4% | -9.1% | +10.5% | +3.7% |
| 3M | +5.0% | +6.4% | -1.4% | +2.6% |
| 6M | +24.0% | +12.6% | +11.4% | +19.3% |
| YTD | +41.6% | -20.4% | +62.0% | +48.9% |
| 1Y | +66.2% | -27.1% | +93.2% | +77.8% |
| All | +66.2% | -26.0% | +92.1% | +77.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling