+266.4%
VEA vs KKR
+1,583.3%
-1,316.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.1% | +1.9% | -0.3% |
| 7D | -2.1% | -8.1% | +6.0% | +0.6% |
| 30D | -1.1% | -9.1% | +8.0% | +1.8% |
| 3M | +5.1% | +6.4% | -1.3% | +2.5% |
| 6M | +9.8% | +12.6% | -2.8% | +4.7% |
| YTD | +15.9% | -20.4% | +36.4% | +22.5% |
| 1Y | +24.6% | -27.1% | +51.6% | +34.6% |
| 3Y | +75.5% | +63.8% | +11.7% | +36.8% |
| 5Y | +59.4% | +67.6% | -8.2% | +18.2% |
| 10Y | +160.3% | +702.6% | -542.3% | +5.0% |
| All | +266.4% | +1,583.3% | -1,316.9% | 0.0% |
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