+448.1%
KKR vs SHAK
+31.3%
+416.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.1% | -1.0% | -2.5% |
| 7D | -8.1% | -11.0% | +2.9% | -5.2% |
| 30D | -9.1% | -14.0% | +4.9% | -5.4% |
| 3M | +6.4% | +13.3% | -6.9% | +2.0% |
| 6M | +12.6% | -35.3% | +47.9% | +22.9% |
| YTD | -20.4% | -24.0% | +3.6% | -17.2% |
| 1Y | -27.1% | -36.7% | +9.6% | -20.5% |
| 3Y | +63.8% | -5.4% | +69.2% | +54.3% |
| 5Y | +67.6% | -24.9% | +92.5% | +59.7% |
| 10Y | +702.6% | +79.6% | +623.0% | +460.8% |
| All | +448.1% | +31.3% | +416.8% | +284.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling