+66.5%
KKR vs SNY
+9.4%
+57.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -6.2% | -3.3% | -2.9% | -5.5% |
| 30D | -8.9% | -2.2% | -6.7% | -8.4% |
| 3M | +6.3% | -3.0% | +9.3% | +6.9% |
| 6M | +16.5% | +2.7% | +13.7% | +15.7% |
| YTD | -20.3% | -6.8% | -13.4% | -19.3% |
| 1Y | -29.8% | -5.3% | -24.5% | -29.3% |
| 3Y | +63.2% | -9.8% | +73.0% | +63.1% |
| All | +66.5% | +9.4% | +57.0% | +45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 5y: compounded portfolio wealth divided by compounded SNY 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…
5y analysis · Full analysis span regression · 6 months rolling