-22.0%
VST vs KKR
-19.3%
-2.7%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.2% |
| 7D | +6.6% | +1.6% | +5.0% | +6.3% |
| 30D | -12.4% | +14.5% | -26.9% | -15.1% |
| 3M | -9.0% | -15.0% | +6.0% | -5.5% |
| 6M | -6.4% | +1.0% | -7.5% | -7.3% |
| YTD | -17.2% | -22.6% | +5.5% | -10.9% |
| 1Y | -22.0% | -18.2% | -3.8% | -16.2% |
| All | -22.0% | -19.3% | -2.7% | -16.2% |
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