-18.2%
KKR vs STLA
-64.5%
+46.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.0% |
| 7D | +1.6% | -13.8% | +15.4% | +3.9% |
| 30D | +14.5% | -10.5% | +25.1% | +16.5% |
| 3M | -15.0% | -28.9% | +13.9% | -10.8% |
| 6M | +1.0% | -49.7% | +50.8% | +9.2% |
| YTD | -22.6% | -64.9% | +42.3% | -10.8% |
| 1Y | -18.2% | -64.0% | +45.8% | -7.1% |
| All | -18.2% | -64.5% | +46.3% | -7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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