+696.7%
KKR vs SCCO
+1,104.1%
-407.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | -6.2% | -2.7% | -3.5% | -5.4% |
| 30D | -8.9% | -0.7% | -8.1% | -9.2% |
| 3M | +6.3% | +8.1% | -1.8% | +1.8% |
| 6M | +16.5% | +4.1% | +12.4% | +11.1% |
| YTD | -20.3% | +41.1% | -61.4% | -35.3% |
| 1Y | -29.8% | +95.6% | -125.3% | -51.4% |
| 3Y | +63.2% | +179.3% | -116.1% | -9.0% |
| 5Y | +68.0% | +308.3% | -240.3% | -24.7% |
| All | +696.7% | +1,104.1% | -407.3% | +99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 10y: compounded portfolio wealth divided by compounded SCCO 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…
10y analysis · Full analysis span regression · 6 months rolling