+1,750.7%
KKR vs SBAC
+495.1%
+1,255.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.8% | -1.4% |
| 7D | -0.9% | -0.8% | -0.1% | -0.5% |
| 30D | +2.2% | +6.9% | -4.8% | -0.7% |
| 3M | +13.1% | -8.2% | +21.3% | +16.5% |
| 6M | +15.3% | -1.6% | +16.9% | +13.4% |
| YTD | -15.0% | -0.1% | -14.9% | -17.3% |
| 1Y | -21.0% | -0.5% | -20.5% | -23.2% |
| 3Y | +76.7% | -9.1% | +85.8% | +70.6% |
| 5Y | +74.3% | -43.8% | +118.1% | +112.7% |
| 10Y | +753.7% | +80.5% | +673.2% | +442.3% |
| All | +1,750.7% | +495.1% | +1,255.6% | +381.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling