+68.0%
KKR vs SN
+368.4%
-300.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.3% | +1.8% | -0.3% |
| 7D | -2.2% | -3.4% | +1.2% | -0.9% |
| 30D | +0.3% | -9.1% | +9.3% | +3.8% |
| 3M | +8.8% | +31.8% | -23.0% | -3.1% |
| 6M | +14.9% | +52.0% | -37.1% | -4.2% |
| YTD | -17.9% | +51.3% | -69.2% | -31.5% |
| 1Y | -23.7% | +46.9% | -70.5% | -35.9% |
| All | +68.0% | +368.4% | -300.4% | +2.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling