+443.1%
KKR vs SE
+363.8%
+79.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.3% | +0.6% |
| 7D | +1.6% | -0.5% | +2.1% | +1.7% |
| 30D | +14.5% | -20.9% | +35.5% | +20.7% |
| 3M | -15.0% | -38.9% | +23.9% | -5.0% |
| 6M | +1.0% | -19.4% | +20.4% | +5.1% |
| YTD | -22.6% | -40.9% | +18.3% | -14.4% |
| 1Y | -18.2% | -46.2% | +28.0% | -7.8% |
| 3Y | +56.4% | +63.7% | -7.3% | +31.7% |
| 5Y | +29.6% | -77.9% | +107.5% | +52.4% |
| All | +443.1% | +363.8% | +79.3% | +215.4% |
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