+67.7%
V vs KKR
+72.2%
-4.4%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.2% | +0.1% |
| 7D | -2.9% | -2.2% | -0.7% | -2.3% |
| 30D | +1.9% | +0.3% | +1.6% | +1.6% |
| 3M | +13.2% | +8.8% | +4.4% | +10.2% |
| 6M | +16.7% | +14.9% | +1.8% | +11.4% |
| YTD | +5.4% | -17.9% | +23.3% | +9.9% |
| 1Y | +7.7% | -23.7% | +31.3% | +14.1% |
| 3Y | +52.0% | +69.1% | -17.1% | +19.3% |
| 5Y | +67.7% | +72.6% | -4.8% | +20.1% |
| All | +67.7% | +72.2% | -4.4% | +20.1% |
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