-13.7%
KKR vs STLD
+59.7%
-73.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -3.0% | +8.6% | +6.1% |
| 7D | +8.9% | -3.9% | +12.9% | +9.7% |
| 30D | +12.7% | -0.4% | +13.0% | +12.6% |
| 3M | -6.2% | -9.2% | +3.0% | -4.5% |
| 6M | -1.5% | +5.0% | -6.5% | -4.3% |
| YTD | -20.1% | +42.8% | -62.9% | -30.0% |
| 1Y | -13.7% | +60.1% | -73.8% | -31.1% |
| All | -13.7% | +59.7% | -73.4% | -31.1% |
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