+696.7%
KKR vs SONY
+293.1%
+403.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -0.6% |
| 7D | -6.2% | -2.7% | -3.5% | -4.9% |
| 30D | -8.9% | +1.5% | -10.4% | -9.7% |
| 3M | +6.3% | +13.0% | -6.7% | -1.4% |
| 6M | +16.5% | +11.2% | +5.2% | +7.8% |
| YTD | -20.3% | -6.6% | -13.6% | -18.9% |
| 1Y | -29.8% | -18.1% | -11.7% | -23.4% |
| 3Y | +63.2% | +42.1% | +21.1% | +27.3% |
| 5Y | +68.0% | +11.0% | +56.9% | +48.5% |
| All | +696.7% | +293.1% | +403.7% | +310.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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