+68.0%
KKR vs SE
+178.2%
-110.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.1% | +2.5% | -0.6% |
| 7D | -2.2% | -3.6% | +1.4% | -1.4% |
| 30D | +0.3% | -5.3% | +5.6% | +1.2% |
| 3M | +8.8% | +28.1% | -19.3% | +2.4% |
| 6M | +14.9% | +20.7% | -5.8% | +9.0% |
| YTD | -17.9% | -14.8% | -3.1% | -16.0% |
| 1Y | -23.7% | -43.6% | +19.9% | -14.2% |
| All | +68.0% | +178.2% | -110.1% | +48.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling