+1,716.3%
KKR vs SPY
+828.1%
+888.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.3% | -1.1% |
| 7D | -0.6% | +0.5% | -1.2% | -1.4% |
| 30D | +3.0% | -0.9% | +4.0% | +4.6% |
| 3M | +13.6% | +3.9% | +9.8% | +7.7% |
| 6M | +16.2% | +14.5% | +1.7% | -4.6% |
| YTD | -16.6% | +12.9% | -29.5% | -29.6% |
| 1Y | -23.2% | +19.4% | -42.6% | -40.2% |
| 3Y | +71.7% | +78.5% | -6.7% | -21.1% |
| 5Y | +74.8% | +81.8% | -6.9% | -18.2% |
| 10Y | +711.6% | +311.5% | +400.0% | +26.1% |
| All | +1,716.3% | +828.1% | +888.2% | -7.8% |
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