+85.6%
KKR vs SN
+490.7%
-405.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.5% |
| 7D | -0.9% | -9.3% | +8.5% | +2.2% |
| 30D | +2.2% | -4.8% | +7.0% | +3.7% |
| 3M | +13.1% | +40.4% | -27.4% | +0.6% |
| 6M | +15.3% | +50.9% | -35.7% | -0.4% |
| YTD | -15.0% | +54.9% | -70.0% | -27.2% |
| 1Y | -21.0% | +43.0% | -64.0% | -31.0% |
| 3Y | +76.7% | +391.8% | -315.1% | +28.1% |
| All | +85.6% | +490.7% | -405.1% | +34.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling