+13.8%
VRT vs KKR
-12.5%
+26.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +5.6% | -18.5% | -14.2% |
| 7D | -15.4% | +8.9% | -24.3% | -17.6% |
| 30D | -19.0% | +12.7% | -31.6% | -21.9% |
| 3M | -23.8% | -6.2% | -17.7% | -22.5% |
| 6M | -37.9% | -1.5% | -36.3% | -37.9% |
| YTD | +27.0% | -20.1% | +47.0% | +30.8% |
| 1Y | +13.8% | -13.7% | +27.5% | +17.4% |
| All | +13.8% | -12.5% | +26.3% | +17.4% |
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 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