-21.0%
KKR vs STLD
+89.3%
-110.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.6% | -0.2% | -1.5% |
| 7D | -0.9% | +3.1% | -4.0% | -1.6% |
| 30D | +2.2% | -9.0% | +11.1% | +4.3% |
| 3M | +13.1% | -12.4% | +25.4% | +16.3% |
| 6M | +15.3% | +25.5% | -10.2% | +6.5% |
| YTD | -15.0% | +43.6% | -58.6% | -25.4% |
| 1Y | -21.0% | +87.2% | -108.2% | -35.9% |
| All | -21.0% | +89.3% | -110.3% | -35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 STLD 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