+3,926.5%
VLO vs KKR
+1,637.1%
+2,289.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.6% | +3.1% | +2.2% |
| 7D | +6.2% | -2.2% | +8.4% | +7.2% |
| 30D | +23.5% | +0.3% | +23.2% | +23.0% |
| 3M | +53.9% | +8.8% | +45.0% | +47.0% |
| 6M | +81.7% | +14.9% | +66.8% | +67.2% |
| YTD | +142.5% | -17.9% | +160.3% | +155.3% |
| 1Y | +145.4% | -23.7% | +169.1% | +164.5% |
| 3Y | +197.3% | +69.1% | +128.3% | +107.6% |
| 5Y | +614.6% | +72.6% | +542.0% | +359.2% |
| 10Y | +938.9% | +728.2% | +210.6% | +196.6% |
| All | +3,926.5% | +1,637.1% | +2,289.4% | +658.4% |
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