+588.7%
VLO vs KKR
+64.7%
+523.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.2% |
| 7D | +5.3% | -6.2% | +11.5% | +6.9% |
| 30D | +18.2% | -8.9% | +27.1% | +20.7% |
| 3M | +53.3% | +6.3% | +47.1% | +50.3% |
| 6M | +70.4% | +16.5% | +54.0% | +61.8% |
| YTD | +143.4% | -20.3% | +163.6% | +154.7% |
| 1Y | +153.0% | -29.8% | +182.8% | +173.4% |
| 3Y | +195.0% | +63.2% | +131.8% | +141.9% |
| All | +588.7% | +64.7% | +523.9% | +431.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling