-20.9%
VST vs KKR
-20.0%
-0.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.8% | +5.4% | +3.9% |
| 7D | +8.9% | -0.9% | +9.8% | +9.1% |
| 30D | +6.2% | +2.2% | +4.0% | +5.6% |
| 3M | -2.7% | +13.1% | -15.8% | -5.5% |
| 6M | -8.4% | +15.3% | -23.6% | -11.6% |
| YTD | -7.2% | -15.0% | +7.8% | -5.3% |
| 1Y | -20.9% | -21.0% | +0.1% | -18.5% |
| All | -20.9% | -20.0% | -0.9% | -18.5% |
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