+1,557.4%
KKR vs STLD
+2,086.2%
-528.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.5% | -2.3% | -2.0% |
| 7D | +2.2% | -11.1% | +13.3% | +7.2% |
| 30D | +7.6% | -4.8% | +12.4% | +9.5% |
| 3M | -6.5% | -14.6% | +8.1% | -1.2% |
| 6M | -3.9% | -7.4% | +3.5% | -2.6% |
| YTD | -23.9% | +32.6% | -56.5% | -34.7% |
| 1Y | -18.5% | +47.3% | -65.9% | -33.3% |
| 3Y | +65.8% | +107.5% | -41.8% | +15.2% |
| 5Y | +25.3% | +268.8% | -243.5% | -34.5% |
| 10Y | +720.2% | +883.3% | -163.1% | +141.6% |
| All | +1,557.4% | +2,086.2% | -528.8% | +172.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling