+120.6%
VLO vs KKR
-12.5%
+133.1%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +5.6% | -11.3% | -5.3% |
| 7D | -6.0% | +8.9% | -14.9% | -5.3% |
| 30D | -12.9% | +12.7% | -25.5% | -12.1% |
| 3M | +18.3% | -6.2% | +24.5% | +19.2% |
| 6M | +46.4% | -1.5% | +48.0% | +48.9% |
| YTD | +127.7% | -20.1% | +147.8% | +137.6% |
| 1Y | +120.6% | -13.7% | +134.3% | +128.9% |
| All | +120.6% | -12.5% | +133.1% | +128.9% |
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