+231.9%
VLO vs KKR
+59.0%
+172.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +1.2% |
| 7D | +9.6% | +1.6% | +8.0% | +9.3% |
| 30D | -17.4% | +14.5% | -31.9% | -19.6% |
| 3M | +10.8% | -15.0% | +25.7% | +14.0% |
| 6M | +56.9% | +1.0% | +55.9% | +55.2% |
| YTD | +136.8% | -22.6% | +159.4% | +149.2% |
| 1Y | +120.7% | -18.2% | +138.9% | +128.2% |
| 3Y | +231.9% | +56.4% | +175.5% | +194.5% |
| All | +231.9% | +59.0% | +172.9% | +194.5% |
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