+361.1%
VST vs KKR
+80.0%
+281.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.8% | +5.4% | +4.6% |
| 7D | +8.9% | -0.9% | +9.8% | +9.3% |
| 30D | +6.2% | +2.2% | +4.0% | +4.4% |
| 3M | -2.7% | +13.1% | -15.8% | -10.3% |
| 6M | -8.4% | +15.3% | -23.6% | -17.2% |
| YTD | -7.2% | -15.0% | +7.8% | +0.2% |
| 1Y | -20.9% | -21.0% | +0.1% | -11.8% |
| All | +361.1% | +80.0% | +281.1% | +291.3% |
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