+191.2%
VLO vs KKR
+62.2%
+129.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.2% | -0.3% |
| 7D | +4.0% | -8.1% | +12.1% | +5.7% |
| 30D | +19.0% | -9.1% | +28.1% | +21.1% |
| 3M | +50.0% | +6.4% | +43.6% | +47.5% |
| 6M | +79.1% | +12.6% | +66.6% | +72.5% |
| YTD | +140.3% | -20.4% | +160.7% | +151.8% |
| 1Y | +148.3% | -27.1% | +175.4% | +165.4% |
| All | +191.2% | +62.2% | +129.0% | +159.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling