-62.8%
ZTS vs KKR
+66.4%
-129.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | +0.2% |
| 7D | -4.5% | -8.1% | +3.6% | -2.3% |
| 30D | -3.3% | -9.1% | +5.8% | -0.8% |
| 3M | -9.7% | +6.4% | -16.1% | -11.5% |
| 6M | -38.8% | +12.6% | -51.4% | -41.1% |
| YTD | -41.2% | -20.4% | -20.8% | -38.1% |
| 1Y | -50.3% | -27.1% | -23.2% | -46.7% |
| 3Y | -59.1% | +63.8% | -123.0% | -68.8% |
| 5Y | -62.8% | +67.6% | -130.4% | -73.5% |
| All | -62.8% | +66.4% | -129.2% | -73.5% |
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 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