+1,216.9%
VST vs KKR
+787.9%
+428.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.8% | +5.4% | +4.3% |
| 7D | +8.9% | -0.9% | +9.8% | +9.2% |
| 30D | +6.2% | +2.2% | +4.0% | +4.9% |
| 3M | -2.7% | +13.1% | -15.8% | -8.4% |
| 6M | -8.4% | +15.3% | -23.6% | -14.9% |
| YTD | -7.2% | -15.0% | +7.8% | -2.4% |
| 1Y | -20.9% | -21.0% | +0.1% | -14.9% |
| 3Y | +384.0% | +76.7% | +307.3% | +286.9% |
| 5Y | +757.1% | +74.3% | +682.7% | +555.9% |
| All | +1,216.9% | +787.9% | +428.9% | +499.6% |
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 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