+419.8%
TXN vs KKR
+710.9%
-291.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.2% | +3.6% | +3.7% |
| 7D | +4.0% | -6.2% | +10.1% | +6.7% |
| 30D | -2.9% | -8.9% | +6.0% | +0.6% |
| 3M | -9.1% | +6.3% | -15.4% | -11.9% |
| 6M | +36.6% | +16.5% | +20.2% | +26.0% |
| YTD | +57.5% | -20.3% | +77.7% | +68.7% |
| 1Y | +49.5% | -29.8% | +79.3% | +68.3% |
| 3Y | +76.5% | +63.2% | +13.4% | +30.7% |
| 5Y | +62.4% | +68.0% | -5.6% | +13.2% |
| All | +419.8% | +710.9% | -291.1% | +90.8% |
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 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