+1,750.7%
KKR vs SAN
+178.7%
+1,572.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.1% | -1.5% |
| 7D | -0.9% | +1.8% | -2.6% | -1.6% |
| 30D | +2.2% | +2.0% | +0.2% | +1.3% |
| 3M | +13.1% | +19.7% | -6.7% | +4.1% |
| 6M | +15.3% | +30.6% | -15.4% | +1.5% |
| YTD | -15.0% | +28.8% | -43.9% | -24.9% |
| 1Y | -21.0% | +57.8% | -78.8% | -36.4% |
| 3Y | +76.7% | +338.1% | -261.4% | -11.2% |
| 5Y | +74.3% | +384.2% | -309.9% | -17.9% |
| 10Y | +753.7% | +353.1% | +400.6% | +280.9% |
| All | +1,750.7% | +178.7% | +1,572.0% | +813.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling