+99.6%
KKR vs SOUN
-28.2%
+127.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | -6.2% | -7.1% | +0.9% | -5.7% |
| 30D | -8.9% | -15.4% | +6.6% | -7.8% |
| 3M | +6.3% | -10.6% | +16.8% | +6.8% |
| 6M | +16.5% | -19.6% | +36.1% | +17.4% |
| YTD | -20.3% | -37.2% | +17.0% | -18.4% |
| 1Y | -29.8% | -57.1% | +27.3% | -26.6% |
| 3Y | +63.2% | +178.2% | -115.0% | +47.5% |
| All | +99.6% | -28.2% | +127.9% | +78.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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