+728.2%
KKR vs LSCC
+1,833.8%
-1,105.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.2% | -1.0% |
| 7D | -2.2% | +1.4% | -3.6% | -2.7% |
| 30D | +0.3% | -10.0% | +10.3% | +3.3% |
| 3M | +8.8% | -16.1% | +24.9% | +12.7% |
| 6M | +14.9% | +27.4% | -12.5% | +1.7% |
| YTD | -17.9% | +56.9% | -74.8% | -33.1% |
| 1Y | -23.7% | +74.6% | -98.3% | -40.6% |
| 3Y | +69.1% | +26.0% | +43.1% | +36.0% |
| 5Y | +72.6% | +86.1% | -13.6% | +16.4% |
| 10Y | +728.2% | +1,830.6% | -1,102.4% | +219.6% |
| All | +728.2% | +1,833.8% | -1,105.6% | +219.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 LSCC 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