+1,002.6%
VST vs KKR
+695.2%
+307.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -1.9% | +12.4% | +11.3% |
| 7D | -9.8% | +2.2% | -12.0% | -11.2% |
| 30D | -25.1% | +7.6% | -32.7% | -28.1% |
| 3M | -11.6% | -6.5% | -5.1% | -10.3% |
| 6M | -20.9% | -3.9% | -17.0% | -21.2% |
| YTD | -22.3% | -23.9% | +1.6% | -15.3% |
| 1Y | -32.0% | -18.5% | -13.5% | -28.3% |
| 3Y | +262.4% | +65.8% | +196.6% | +196.0% |
| 5Y | +563.4% | +25.3% | +538.0% | +475.1% |
| 10Y | +1,120.7% | +720.2% | +400.5% | +484.5% |
| All | +1,002.6% | +695.2% | +307.4% | +420.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling