+711.6%
KKR vs STLD
+1,072.4%
-360.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.1% | -1.6% |
| 7D | -0.6% | +2.7% | -3.3% | -1.8% |
| 30D | +3.0% | -8.4% | +11.5% | +6.3% |
| 3M | +13.6% | -9.9% | +23.5% | +17.5% |
| 6M | +16.2% | +33.0% | -16.8% | +1.4% |
| YTD | -16.6% | +42.6% | -59.2% | -29.8% |
| 1Y | -23.2% | +80.8% | -104.0% | -41.8% |
| 3Y | +71.7% | +143.4% | -71.7% | +13.8% |
| 5Y | +74.8% | +293.4% | -218.6% | -8.0% |
| 10Y | +711.6% | +1,080.4% | -368.9% | +155.9% |
| All | +711.6% | +1,072.4% | -360.8% | +155.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling