+72.6%
KKR vs STLA
-63.2%
+135.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.9% | +0.3% | -0.8% |
| 7D | -2.2% | +0.4% | -2.6% | -2.4% |
| 30D | +0.3% | -5.2% | +5.4% | +2.3% |
| 3M | +8.8% | -24.9% | +33.7% | +21.8% |
| 6M | +14.9% | -25.2% | +40.1% | +27.4% |
| YTD | -17.9% | -51.4% | +33.5% | +7.9% |
| 1Y | -23.7% | -40.7% | +17.0% | -11.3% |
| 3Y | +69.1% | -66.3% | +135.3% | +144.5% |
| 5Y | +72.6% | -63.2% | +135.8% | +116.7% |
| All | +72.6% | -63.2% | +135.7% | +116.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling