+67.6%
KKR vs SPY
+79.8%
-12.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.1% |
| 7D | -8.1% | -2.0% | -6.1% | -4.9% |
| 30D | -9.1% | -1.7% | -7.4% | -6.3% |
| 3M | +6.4% | +4.7% | +1.6% | -1.4% |
| 6M | +12.6% | +12.5% | +0.1% | -7.8% |
| YTD | -20.4% | +11.7% | -32.1% | -33.5% |
| 1Y | -27.1% | +17.5% | -44.5% | -44.1% |
| 3Y | +63.8% | +76.6% | -12.7% | -33.1% |
| 5Y | +67.6% | +82.0% | -14.4% | -30.4% |
| All | +67.6% | +79.8% | -12.2% | -30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 5y: compounded portfolio wealth divided by compounded SPY 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…
5y analysis · Full analysis span regression · 6 months rolling