-21.6%
VST vs KKR
-24.4%
+2.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.1% | -0.1% |
| 7D | +5.3% | -2.2% | +7.5% | +5.8% |
| 30D | +5.8% | +0.3% | +5.5% | +5.5% |
| 3M | +3.5% | +8.8% | -5.3% | +1.3% |
| 6M | -7.4% | +14.9% | -22.3% | -10.7% |
| YTD | -6.1% | -17.9% | +11.8% | -3.3% |
| 1Y | -21.6% | -23.7% | +2.1% | -18.6% |
| All | -21.6% | -24.4% | +2.7% | -18.6% |
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 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