+459.9%
KKR vs SE
+553.8%
-93.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.6% | +0.5% |
| 7D | -6.2% | -5.2% | -1.0% | -5.0% |
| 30D | -8.9% | -17.1% | +8.2% | -4.9% |
| 3M | +6.3% | +24.0% | -17.7% | +0.4% |
| 6M | +16.5% | +21.0% | -4.5% | +10.0% |
| YTD | -20.3% | -16.7% | -3.5% | -18.3% |
| 1Y | -29.8% | -45.9% | +16.1% | -20.9% |
| 3Y | +63.2% | +177.8% | -114.6% | +21.4% |
| 5Y | +68.0% | -67.4% | +135.3% | +80.8% |
| All | +459.9% | +553.8% | -93.9% | +201.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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