-29.8%
KKR vs SHAK
-34.9%
+5.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.2% | -3.0% | -0.3% |
| 7D | -6.2% | -8.3% | +2.1% | -4.9% |
| 30D | -8.9% | -12.6% | +3.8% | -6.9% |
| 3M | +6.3% | +9.1% | -2.9% | +4.4% |
| 6M | +16.5% | -31.2% | +47.7% | +21.5% |
| YTD | -20.3% | -21.6% | +1.3% | -19.0% |
| 1Y | -29.8% | -38.8% | +9.0% | -21.8% |
| All | -29.8% | -34.9% | +5.1% | -21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 1y: compounded portfolio wealth divided by compounded SHAK 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…
1y analysis · Full analysis span regression · 6 months rolling