+1,584.4%
KKR vs SAN
+130.8%
+1,453.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.6% |
| 7D | +1.6% | +4.0% | -2.4% | -0.2% |
| 30D | +14.5% | -7.8% | +22.4% | +18.4% |
| 3M | -15.0% | -16.4% | +1.4% | -8.3% |
| 6M | +1.0% | +3.5% | -2.5% | -1.2% |
| YTD | -22.6% | +6.7% | -29.3% | -26.0% |
| 1Y | -18.2% | +14.5% | -32.7% | -24.2% |
| 3Y | +56.4% | +243.5% | -187.1% | -12.7% |
| 5Y | +29.6% | +296.2% | -266.6% | -33.4% |
| 10Y | +671.3% | +268.5% | +402.8% | +276.6% |
| All | +1,584.4% | +130.8% | +1,453.6% | +800.0% |
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