+73.0%
KKR vs SAN
+381.4%
-308.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.3% | -0.9% |
| 7D | -2.2% | -0.5% | -1.7% | -1.9% |
| 30D | +0.3% | -0.1% | +0.3% | +0.3% |
| 3M | +8.8% | +19.6% | -10.8% | -1.2% |
| 6M | +14.9% | +32.7% | -17.8% | -1.9% |
| YTD | -17.9% | +26.7% | -44.6% | -28.5% |
| 1Y | -23.7% | +51.6% | -75.3% | -39.9% |
| 3Y | +69.1% | +348.7% | -279.7% | -28.1% |
| All | +73.0% | +381.4% | -308.4% | -35.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling