+1,083.1%
VST vs KKR
+708.5%
+374.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.7% | +5.6% | +6.6% |
| 7D | -0.5% | +0.1% | -0.6% | -1.0% |
| 30D | -17.1% | +7.9% | -24.9% | -20.4% |
| 3M | -4.6% | -4.4% | -0.2% | -4.0% |
| 6M | -9.1% | -4.0% | -5.1% | -9.2% |
| YTD | -16.6% | -22.6% | +6.0% | -9.7% |
| 1Y | -29.5% | -18.6% | -10.9% | -25.6% |
| 3Y | +297.5% | +60.6% | +236.9% | +228.6% |
| 5Y | +654.5% | +28.4% | +626.1% | +548.0% |
| 10Y | +1,205.2% | +735.7% | +469.5% | +520.9% |
| All | +1,083.1% | +708.5% | +374.7% | +454.9% |
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 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