+63.2%
KKR vs SCCO
+177.0%
-113.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | -6.2% | -2.7% | -3.5% | -5.7% |
| 30D | -8.9% | -0.7% | -8.1% | -9.0% |
| 3M | +6.3% | +8.1% | -1.8% | +3.7% |
| 6M | +16.5% | +4.1% | +12.4% | +13.7% |
| YTD | -20.3% | +41.1% | -61.4% | -31.0% |
| 1Y | -29.8% | +95.6% | -125.3% | -46.2% |
| 3Y | +63.2% | +179.3% | -116.1% | +5.5% |
| All | +63.2% | +177.0% | -113.9% | +5.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling