+6,357.1%
TSM vs KKR
+1,697.8%
+4,659.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.8% | +4.7% | +3.6% |
| 7D | +2.7% | -0.9% | +3.6% | +3.0% |
| 30D | +3.6% | +2.2% | +1.4% | +2.4% |
| 3M | -3.4% | +13.1% | -16.4% | -8.4% |
| 6M | +20.6% | +15.3% | +5.4% | +12.9% |
| YTD | +41.9% | -15.0% | +56.9% | +48.4% |
| 1Y | +84.4% | -21.0% | +105.4% | +97.2% |
| 3Y | +380.2% | +76.7% | +303.5% | +267.9% |
| 5Y | +275.3% | +74.3% | +201.0% | +180.4% |
| 10Y | +1,751.4% | +753.7% | +997.7% | +691.7% |
| All | +6,357.1% | +1,697.8% | +4,659.3% | +1,894.5% |
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