+66.5%
KKR vs SONY
+9.6%
+56.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -0.7% |
| 7D | -6.2% | -2.7% | -3.5% | -4.8% |
| 30D | -8.9% | +1.5% | -10.4% | -9.7% |
| 3M | +6.3% | +13.0% | -6.7% | -1.6% |
| 6M | +16.5% | +11.2% | +5.2% | +7.5% |
| YTD | -20.3% | -6.6% | -13.6% | -18.3% |
| 1Y | -29.8% | -18.1% | -11.7% | -22.2% |
| 3Y | +63.2% | +42.1% | +21.1% | +22.4% |
| All | +66.5% | +9.6% | +56.8% | +44.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling