+1,688.1%
KKR vs SSNC
+954.1%
+734.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.4% | -0.2% | -0.7% |
| 7D | -2.2% | -3.9% | +1.7% | +0.2% |
| 30D | +0.3% | -0.2% | +0.4% | +0.4% |
| 3M | +8.8% | +15.9% | -7.1% | -1.0% |
| 6M | +14.9% | +7.5% | +7.4% | +9.2% |
| YTD | -17.9% | -8.2% | -9.7% | -14.1% |
| 1Y | -23.7% | -9.3% | -14.3% | -19.6% |
| 3Y | +69.1% | +48.5% | +20.6% | +34.7% |
| 5Y | +72.6% | +16.0% | +56.5% | +59.2% |
| 10Y | +728.2% | +169.2% | +559.1% | +393.5% |
| All | +1,688.1% | +954.1% | +734.0% | +378.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling