+30.1%
KKR vs SE
-78.4%
+108.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.7% | -3.6% | -3.0% |
| 7D | -1.1% | -1.5% | +0.3% | -0.8% |
| 30D | +11.5% | -22.3% | +33.8% | +18.3% |
| 3M | -12.4% | -41.8% | +29.5% | -0.3% |
| 6M | -1.9% | -22.4% | +20.5% | +3.2% |
| YTD | -23.3% | -41.6% | +18.3% | -14.4% |
| 1Y | -20.4% | -48.0% | +27.6% | -8.8% |
| 3Y | +56.1% | +63.9% | -7.8% | +30.2% |
| All | +30.1% | -78.4% | +108.5% | +49.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling