+2,723.0%
VRT vs KKR
+336.9%
+2,386.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.8% | +6.2% | +5.5% |
| 7D | +9.1% | -0.9% | +10.0% | +9.7% |
| 30D | +0.9% | +2.2% | -1.2% | -0.9% |
| 3M | -13.4% | +13.1% | -26.4% | -19.9% |
| 6M | +11.7% | +15.3% | -3.6% | +0.4% |
| YTD | +73.2% | -15.0% | +88.2% | +85.5% |
| 1Y | +123.4% | -21.0% | +144.4% | +147.1% |
| 3Y | +606.2% | +76.7% | +529.5% | +386.8% |
| 5Y | +899.9% | +74.3% | +825.6% | +574.2% |
| All | +2,723.0% | +336.9% | +2,386.1% | +1,086.3% |
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