+63.2%
KKR vs SPMO
+155.8%
-92.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | -0.3% |
| 7D | -6.2% | -0.9% | -5.2% | -5.3% |
| 30D | -8.9% | -1.9% | -6.9% | -7.3% |
| 3M | +6.3% | -1.4% | +7.6% | +5.2% |
| 6M | +16.5% | +25.5% | -9.0% | -16.7% |
| YTD | -20.3% | +24.8% | -45.1% | -42.3% |
| 1Y | -29.8% | +24.5% | -54.3% | -49.2% |
| 3Y | +63.2% | +157.1% | -94.0% | -51.4% |
| All | +63.2% | +155.8% | -92.6% | -51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 3y: compounded portfolio wealth divided by compounded SPMO 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…
3y analysis · Full analysis span regression · 6 months rolling