+2,486.9%
VRT vs KKR
+309.9%
+2,176.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.2% | +3.4% | +3.5% |
| 7D | -8.4% | -6.2% | -2.2% | -4.6% |
| 30D | -10.9% | -8.9% | -2.0% | -5.9% |
| 3M | -13.7% | +6.3% | -20.0% | -17.0% |
| 6M | -4.1% | +16.5% | -20.6% | -14.2% |
| YTD | +58.7% | -20.3% | +79.0% | +77.0% |
| 1Y | +89.6% | -29.8% | +119.4% | +126.7% |
| 3Y | +558.1% | +63.2% | +495.0% | +377.0% |
| 5Y | +953.0% | +68.0% | +885.0% | +630.8% |
| All | +2,486.9% | +309.9% | +2,176.9% | +1,031.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling