+1,750.7%
KKR vs STLD
+2,268.4%
-517.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.6% | -0.2% | -1.2% |
| 7D | -0.9% | +3.1% | -4.0% | -2.3% |
| 30D | +2.2% | -9.0% | +11.1% | +5.8% |
| 3M | +13.1% | -12.4% | +25.4% | +18.4% |
| 6M | +15.3% | +25.5% | -10.2% | +2.7% |
| YTD | -15.0% | +43.6% | -58.6% | -29.1% |
| 1Y | -21.0% | +87.2% | -108.2% | -41.5% |
| 3Y | +76.7% | +135.2% | -58.5% | +17.0% |
| 5Y | +74.3% | +290.9% | -216.5% | -11.0% |
| 10Y | +753.7% | +1,113.5% | -359.7% | +129.7% |
| All | +1,750.7% | +2,268.4% | -517.7% | +196.2% |
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