+20.5%
VEA vs KKR
-12.5%
+33.0%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +5.6% | -3.5% | +1.2% |
| 7D | +0.7% | +8.9% | -8.2% | -0.7% |
| 30D | -0.4% | +12.7% | -13.1% | -2.4% |
| 3M | -1.7% | -6.2% | +4.5% | -0.9% |
| 6M | +5.1% | -1.5% | +6.6% | +4.8% |
| YTD | +14.4% | -20.1% | +34.5% | +17.5% |
| 1Y | +20.5% | -13.7% | +34.2% | +20.7% |
| All | +20.5% | -12.5% | +33.0% | +20.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling