+696.7%
KKR vs SAN
+357.1%
+339.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.3% | -2.0% | -0.9% |
| 7D | -6.2% | +0.2% | -6.4% | -6.3% |
| 30D | -8.9% | +0.9% | -9.8% | -9.3% |
| 3M | +6.3% | +19.1% | -12.8% | -2.4% |
| 6M | +16.5% | +33.2% | -16.7% | +0.7% |
| YTD | -20.3% | +29.1% | -49.4% | -30.3% |
| 1Y | -29.8% | +50.2% | -80.0% | -43.1% |
| 3Y | +63.2% | +351.0% | -287.9% | -23.6% |
| 5Y | +68.0% | +394.7% | -326.7% | -26.8% |
| All | +696.7% | +357.1% | +339.7% | +239.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 SAN 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