+1,232.7%
VST vs KKR
+757.9%
+474.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.1% | +0.3% |
| 7D | +5.3% | -2.2% | +7.5% | +6.2% |
| 30D | +5.8% | +0.3% | +5.5% | +5.3% |
| 3M | +3.5% | +8.8% | -5.3% | -0.9% |
| 6M | -7.4% | +14.9% | -22.3% | -14.0% |
| YTD | -6.1% | -17.9% | +11.8% | +0.2% |
| 1Y | -21.6% | -23.7% | +2.1% | -14.4% |
| 3Y | +357.2% | +69.1% | +288.1% | +272.1% |
| 5Y | +777.0% | +72.6% | +704.5% | +574.6% |
| All | +1,232.7% | +757.9% | +474.8% | +515.6% |
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