+1,584.4%
KKR vs SPY
+816.3%
+768.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.2% | +1.4% |
| 7D | +1.6% | +2.6% | -1.0% | -2.2% |
| 30D | +14.5% | -2.0% | +16.5% | +17.5% |
| 3M | -15.0% | -2.8% | -12.2% | -11.5% |
| 6M | +1.0% | +2.1% | -1.1% | -2.1% |
| YTD | -22.6% | +11.5% | -34.1% | -33.7% |
| 1Y | -18.2% | +13.5% | -31.7% | -31.6% |
| 3Y | +56.4% | +77.7% | -21.3% | -28.0% |
| 5Y | +29.6% | +72.6% | -43.1% | -35.2% |
| 10Y | +671.3% | +308.2% | +363.1% | +21.0% |
| All | +1,584.4% | +816.3% | +768.1% | -13.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling