+67.6%
KKR vs SBAC
-45.4%
+113.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.8% | -0.2% | -2.3% |
| 7D | -8.1% | -5.3% | -2.8% | -6.6% |
| 30D | -9.1% | +0.4% | -9.5% | -9.2% |
| 3M | +6.4% | -11.9% | +18.3% | +10.1% |
| 6M | +12.6% | -4.5% | +17.0% | +12.6% |
| YTD | -20.4% | -4.3% | -16.1% | -20.7% |
| 1Y | -27.1% | -3.9% | -23.2% | -27.5% |
| 3Y | +63.8% | -11.0% | +74.8% | +59.3% |
| 5Y | +67.6% | -44.1% | +111.7% | +111.2% |
| All | +67.6% | -45.4% | +113.0% | +111.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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