+696.7%
KKR vs SPG
+64.5%
+632.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -6.2% | -1.2% | -5.0% | -5.7% |
| 30D | -8.9% | -6.1% | -2.7% | -6.2% |
| 3M | +6.3% | -3.6% | +9.9% | +7.8% |
| 6M | +16.5% | +10.4% | +6.0% | +10.9% |
| YTD | -20.3% | +14.4% | -34.6% | -25.3% |
| 1Y | -29.8% | +16.5% | -46.3% | -34.8% |
| 3Y | +63.2% | +106.8% | -43.6% | +19.9% |
| 5Y | +68.0% | +108.9% | -40.9% | +24.1% |
| All | +696.7% | +64.5% | +632.3% | +457.8% |
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