+72.6%
KKR vs SE
-66.7%
+139.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.1% | +2.5% | -0.5% |
| 7D | -2.2% | -3.6% | +1.4% | -1.3% |
| 30D | +0.3% | -5.3% | +5.6% | +1.4% |
| 3M | +8.8% | +28.1% | -19.3% | +1.6% |
| 6M | +14.9% | +20.7% | -5.8% | +8.2% |
| YTD | -17.9% | -14.8% | -3.1% | -16.2% |
| 1Y | -23.7% | -43.6% | +19.9% | -14.0% |
| 3Y | +69.1% | +184.2% | -115.2% | +22.6% |
| 5Y | +72.6% | -66.3% | +138.9% | +85.0% |
| All | +72.6% | -66.7% | +139.3% | +85.0% |
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