+1,584.4%
KKR vs SM
-14.3%
+1,598.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | +1.6% | +9.4% | -7.8% | 0.0% |
| 30D | +14.5% | -14.4% | +28.9% | +16.7% |
| 3M | -15.0% | +1.6% | -16.5% | -16.2% |
| 6M | +1.0% | +6.3% | -5.3% | -2.2% |
| YTD | -22.6% | +78.8% | -101.4% | -32.3% |
| 1Y | -18.2% | +83.1% | -101.4% | -28.8% |
| 3Y | +56.4% | -5.9% | +62.3% | +50.1% |
| 5Y | +29.6% | +4.8% | +24.7% | +18.5% |
| 10Y | +671.3% | +17.5% | +653.8% | +395.6% |
| All | +1,584.4% | -14.3% | +1,598.7% | +906.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling