+25.9%
VZ vs KKR
+76.6%
-50.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +0.6% |
| 7D | +0.2% | -0.6% | +0.9% | +0.2% |
| 30D | +7.1% | +3.0% | +4.1% | +7.0% |
| 3M | +12.8% | +13.6% | -0.8% | +12.3% |
| 6M | +1.8% | +16.2% | -14.4% | +1.1% |
| YTD | +30.0% | -16.6% | +46.6% | +31.0% |
| 1Y | +24.3% | -23.2% | +47.5% | +25.7% |
| 3Y | +84.3% | +71.7% | +12.6% | +69.4% |
| 5Y | +25.9% | +74.8% | -48.9% | +12.0% |
| All | +25.9% | +76.6% | -50.7% | +12.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling