+296.7%
VST vs KKR
+59.0%
+237.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.6% |
| 7D | +6.6% | +1.6% | +5.0% | +5.6% |
| 30D | -12.4% | +14.5% | -26.9% | -19.7% |
| 3M | -9.0% | -15.0% | +6.0% | -1.8% |
| 6M | -6.4% | +1.0% | -7.5% | -9.6% |
| YTD | -17.2% | -22.6% | +5.5% | -6.8% |
| 1Y | -22.0% | -18.2% | -3.8% | -16.1% |
| 3Y | +296.7% | +56.4% | +240.3% | +276.9% |
| All | +296.7% | +59.0% | +237.7% | +276.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling