+651.4%
KKR vs SPG
+113.9%
+537.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.1% | +1.0% |
| 7D | +1.6% | +2.0% | -0.4% | +0.7% |
| 30D | +14.5% | +17.2% | -2.7% | +6.7% |
| 3M | -15.0% | +6.3% | -21.3% | -17.3% |
| 6M | +1.0% | +18.7% | -17.7% | -6.7% |
| YTD | -22.6% | +30.1% | -52.7% | -31.6% |
| 1Y | -18.2% | +32.8% | -51.0% | -28.3% |
| 3Y | +56.4% | +133.6% | -77.2% | +8.7% |
| 5Y | +29.6% | +84.4% | -54.8% | -1.8% |
| All | +651.4% | +113.9% | +537.5% | +392.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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