+1,750.7%
KKR vs SPG
+428.9%
+1,321.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.9% | -1.4% |
| 7D | -0.9% | -2.4% | +1.5% | +0.3% |
| 30D | +2.2% | -6.8% | +9.0% | +5.8% |
| 3M | +13.1% | +2.7% | +10.4% | +11.3% |
| 6M | +15.3% | +5.5% | +9.8% | +11.8% |
| YTD | -15.0% | +15.7% | -30.7% | -21.4% |
| 1Y | -21.0% | +20.9% | -41.9% | -28.5% |
| 3Y | +76.7% | +112.4% | -35.7% | +23.4% |
| 5Y | +74.3% | +101.4% | -27.0% | +25.7% |
| 10Y | +753.7% | +60.6% | +693.1% | +562.0% |
| All | +1,750.7% | +428.9% | +1,321.7% | +421.5% |
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