+485.6%
KKR vs SE
+597.4%
-111.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.1% | -3.0% | -2.1% |
| 7D | -0.6% | +0.6% | -1.2% | -0.8% |
| 30D | +3.0% | -0.1% | +3.1% | +2.8% |
| 3M | +13.6% | +34.1% | -20.5% | +5.4% |
| 6M | +16.2% | +23.2% | -7.0% | +9.3% |
| YTD | -16.6% | -11.2% | -5.4% | -15.8% |
| 1Y | -23.2% | -40.5% | +17.3% | -15.4% |
| 3Y | +71.7% | +196.3% | -124.6% | +25.8% |
| 5Y | +74.8% | -67.0% | +141.9% | +87.5% |
| All | +485.6% | +597.4% | -111.8% | +210.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling