+735.7%
KKR vs LSCC
+1,398.6%
-662.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +8.4% | -6.8% | -1.0% |
| 7D | +0.1% | +19.3% | -19.2% | -5.9% |
| 30D | +7.9% | -9.6% | +17.5% | +9.9% |
| 3M | -4.4% | -12.4% | +8.0% | -2.5% |
| 6M | -4.0% | -10.5% | +6.5% | -5.3% |
| YTD | -22.6% | +54.8% | -77.4% | -38.2% |
| 1Y | -18.6% | +79.4% | -97.9% | -38.4% |
| 3Y | +60.6% | +109.6% | -48.9% | +6.6% |
| 5Y | +28.4% | +40.4% | -11.9% | -8.7% |
| 10Y | +735.7% | +1,379.1% | -643.4% | +212.4% |
| All | +735.7% | +1,398.6% | -662.9% | +212.4% |
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