+298.8%
VZ vs KKR
+1,583.0%
-1,284.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.8% | -2.3% | +0.2% |
| 7D | +2.4% | +5.1% | -2.7% | +1.8% |
| 30D | +11.2% | +10.9% | +0.3% | +9.9% |
| 3M | 0.0% | -2.9% | +2.9% | +0.2% |
| 6M | +1.3% | -1.2% | +2.5% | +1.1% |
| YTD | +21.3% | -20.4% | +41.7% | +23.5% |
| 1Y | +23.9% | -15.4% | +39.4% | +25.2% |
| 3Y | +57.7% | +61.9% | -4.2% | +42.2% |
| 5Y | +21.2% | +38.3% | -17.1% | +9.5% |
| 10Y | +70.6% | +720.6% | -650.1% | +14.1% |
| All | +298.8% | +1,583.0% | -1,284.1% | +120.5% |
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