+67.5%
KKR vs SN
+650.0%
-582.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.0% | +0.1% | -1.9% |
| 7D | -1.1% | +1.4% | -2.5% | -1.6% |
| 30D | +11.5% | +16.6% | -5.1% | +6.2% |
| 3M | -12.4% | +18.3% | -30.6% | -17.2% |
| 6M | -1.9% | +103.1% | -105.0% | -22.7% |
| YTD | -23.3% | +96.7% | -120.0% | -39.3% |
| 1Y | -20.4% | +134.3% | -154.8% | -40.5% |
| 3Y | +56.1% | +425.2% | -369.2% | +4.8% |
| All | +67.5% | +650.0% | -582.5% | +12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 10y: compounded portfolio wealth divided by compounded SN 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…
10y analysis · Full analysis span regression · 6 months rolling