+1,584.4%
KKR vs SPG
+494.7%
+1,089.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.1% | +1.0% |
| 7D | +1.6% | +2.0% | -0.4% | +0.6% |
| 30D | +14.5% | +17.2% | -2.7% | +5.9% |
| 3M | -15.0% | +6.3% | -21.3% | -17.5% |
| 6M | +1.0% | +18.7% | -17.7% | -7.4% |
| YTD | -22.6% | +30.1% | -52.7% | -32.4% |
| 1Y | -18.2% | +32.8% | -51.0% | -29.3% |
| 3Y | +56.4% | +133.6% | -77.2% | +4.2% |
| 5Y | +29.6% | +84.4% | -54.8% | -4.0% |
| 10Y | +671.3% | +114.3% | +557.0% | +399.8% |
| All | +1,584.4% | +494.7% | +1,089.7% | +348.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling