+1,632.8%
KKR vs SRE
+460.6%
+1,172.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.2% | -1.9% | -2.5% |
| 7D | -8.1% | -0.7% | -7.4% | -7.8% |
| 30D | -9.1% | -1.7% | -7.4% | -8.6% |
| 3M | +6.4% | -7.1% | +13.4% | +10.0% |
| 6M | +12.6% | -8.4% | +20.9% | +16.7% |
| YTD | -20.4% | -3.5% | -16.9% | -20.2% |
| 1Y | -27.1% | +5.4% | -32.4% | -30.6% |
| 3Y | +63.8% | +29.5% | +34.3% | +35.0% |
| 5Y | +67.6% | +48.3% | +19.3% | +27.4% |
| 10Y | +702.6% | +123.5% | +579.2% | +352.1% |
| All | +1,632.8% | +460.6% | +1,172.2% | +203.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling