-29.8%
KKR vs SRE
+4.6%
-34.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.2% |
| 7D | -6.2% | -0.8% | -5.3% | -6.2% |
| 30D | -8.9% | -3.0% | -5.9% | -8.8% |
| 3M | +6.3% | -8.3% | +14.6% | +6.4% |
| 6M | +16.5% | -8.9% | +25.4% | +15.7% |
| YTD | -20.3% | -4.3% | -16.0% | -21.4% |
| 1Y | -29.8% | +2.7% | -32.5% | -30.9% |
| All | -29.8% | +4.6% | -34.4% | -30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 1y: compounded portfolio wealth divided by compounded SRE 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…
1y analysis · Full analysis span regression · 6 months rolling