-21.0%
KKR vs SM
+36.8%
-57.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.1% | +1.2% | -1.9% |
| 7D | -0.9% | -0.5% | -0.4% | -0.9% |
| 30D | +2.2% | +25.6% | -23.4% | +2.4% |
| 3M | +13.1% | +8.0% | +5.0% | +13.4% |
| 6M | +15.3% | +50.8% | -35.5% | +10.8% |
| YTD | -15.0% | +97.9% | -112.9% | -21.3% |
| 1Y | -21.0% | +33.8% | -54.8% | -24.7% |
| All | -21.0% | +36.8% | -57.8% | -24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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