+1,517.0%
TXN vs KKR
+1,586.8%
-69.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.2% | +3.6% | +3.7% |
| 7D | +4.0% | -6.2% | +10.1% | +6.5% |
| 30D | -2.9% | -8.9% | +6.0% | +0.4% |
| 3M | -9.1% | +6.3% | -15.4% | -11.7% |
| 6M | +36.6% | +16.5% | +20.2% | +26.8% |
| YTD | +57.5% | -20.3% | +77.7% | +67.8% |
| 1Y | +49.5% | -29.8% | +79.3% | +66.7% |
| 3Y | +76.5% | +63.2% | +13.4% | +35.6% |
| 5Y | +62.4% | +68.0% | -5.6% | +18.7% |
| 10Y | +429.7% | +704.3% | -274.6% | +108.1% |
| All | +1,517.0% | +1,586.8% | -69.8% | +349.7% |
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