-18.2%
KKR vs STLD
+46.8%
-65.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.2% | +4.1% | +1.5% |
| 7D | +1.6% | +2.9% | -1.3% | +1.1% |
| 30D | +14.5% | -5.6% | +20.1% | +15.5% |
| 3M | -15.0% | -11.7% | -3.2% | -13.2% |
| 6M | +1.0% | -2.8% | +3.8% | -0.1% |
| YTD | -22.6% | +36.4% | -59.1% | -31.8% |
| 1Y | -18.2% | +50.0% | -68.2% | -33.3% |
| All | -18.2% | +46.8% | -65.0% | -33.3% |
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