-34.9%
VST vs KKR
-12.5%
-22.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +5.6% | -19.4% | -14.6% |
| 7D | -15.7% | +8.9% | -24.6% | -17.1% |
| 30D | -17.0% | +12.7% | -29.6% | -19.1% |
| 3M | -15.9% | -6.2% | -9.7% | -14.5% |
| 6M | -25.0% | -1.5% | -23.4% | -25.0% |
| YTD | -25.1% | -20.1% | -5.1% | -19.7% |
| 1Y | -34.9% | -13.7% | -21.2% | -29.8% |
| All | -34.9% | -12.5% | -22.4% | -29.8% |
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