+55.7%
ZTS vs KKR
+710.9%
-655.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | -0.1% | +0.1% |
| 7D | -3.7% | -6.2% | +2.4% | -1.8% |
| 30D | -0.8% | -8.9% | +8.1% | +2.1% |
| 3M | -9.7% | +6.3% | -16.0% | -11.8% |
| 6M | -38.4% | +16.5% | -54.9% | -41.7% |
| YTD | -41.1% | -20.3% | -20.8% | -37.6% |
| 1Y | -50.6% | -29.8% | -20.8% | -45.9% |
| 3Y | -59.1% | +63.2% | -122.3% | -68.7% |
| 5Y | -62.7% | +68.0% | -130.7% | -72.9% |
| All | +55.7% | +710.9% | -655.2% | -31.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling