+2,449.7%
V vs KKR
+1,536.3%
+913.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +1.0% |
| 7D | +0.9% | +1.6% | -0.7% | +0.3% |
| 30D | +9.0% | +14.5% | -5.6% | +4.1% |
| 3M | +16.7% | -15.0% | +31.7% | +22.8% |
| 6M | +33.4% | +1.0% | +32.4% | +31.7% |
| YTD | +22.4% | -22.6% | +45.0% | +30.7% |
| 1Y | +27.7% | -18.2% | +45.9% | +33.5% |
| 3Y | +78.0% | +56.4% | +21.6% | +39.6% |
| 5Y | +108.5% | +29.6% | +79.0% | +68.4% |
| 10Y | +459.0% | +671.3% | -212.3% | +130.7% |
| All | +2,449.7% | +1,536.3% | +913.5% | +692.4% |
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