+696.7%
KKR vs SSNC
+173.6%
+523.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -1.0% |
| 7D | -6.2% | -4.0% | -2.1% | -3.4% |
| 30D | -8.9% | +0.5% | -9.4% | -9.1% |
| 3M | +6.3% | +18.9% | -12.7% | -6.8% |
| 6M | +16.5% | +10.8% | +5.6% | +7.1% |
| YTD | -20.3% | -7.1% | -13.1% | -16.7% |
| 1Y | -29.8% | -9.6% | -20.2% | -25.3% |
| 3Y | +63.2% | +51.1% | +12.1% | +22.3% |
| 5Y | +68.0% | +19.7% | +48.3% | +48.1% |
| All | +696.7% | +173.6% | +523.2% | +356.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 10y: compounded portfolio wealth divided by compounded SSNC 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…
10y analysis · Full analysis span regression · 6 months rolling