+123.4%
VRT vs KKR
-20.0%
+143.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.8% | +6.2% | +4.8% |
| 7D | +9.1% | -0.9% | +10.0% | +9.3% |
| 30D | +0.9% | +2.2% | -1.2% | +0.2% |
| 3M | -13.4% | +13.1% | -26.4% | -15.8% |
| 6M | +11.7% | +15.3% | -3.6% | +8.0% |
| YTD | +73.2% | -15.0% | +88.2% | +72.7% |
| 1Y | +123.4% | -21.0% | +144.4% | +125.4% |
| All | +123.4% | -20.0% | +143.4% | +125.4% |
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