+81.6%
VZ vs KKR
+70.0%
+11.6%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +0.5% |
| 7D | +0.2% | -0.6% | +0.9% | +0.2% |
| 30D | +7.1% | +3.0% | +4.1% | +7.2% |
| 3M | +12.8% | +13.6% | -0.8% | +13.1% |
| 6M | +1.8% | +16.2% | -14.4% | +2.1% |
| YTD | +30.0% | -16.6% | +46.6% | +30.3% |
| 1Y | +24.3% | -23.2% | +47.5% | +24.5% |
| All | +81.6% | +70.0% | +11.6% | +57.8% |
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