-23.2%
KKR vs STLD
+80.8%
-104.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.1% | -1.7% |
| 7D | -0.6% | +2.7% | -3.3% | -1.3% |
| 30D | +3.0% | -8.4% | +11.5% | +5.0% |
| 3M | +13.6% | -9.9% | +23.5% | +16.0% |
| 6M | +16.2% | +33.0% | -16.8% | +5.3% |
| YTD | -16.6% | +42.6% | -59.2% | -27.0% |
| 1Y | -23.2% | +80.8% | -104.0% | -38.3% |
| All | -23.2% | +80.8% | -104.0% | -38.3% |
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