+1,632.5%
KKR vs STLD
+2,215.8%
-583.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.8% | -0.9% | +1.2% |
| 7D | +5.1% | -4.7% | +9.7% | +7.0% |
| 30D | +10.9% | -0.9% | +11.8% | +11.0% |
| 3M | -2.9% | -11.9% | +9.0% | +1.3% |
| 6M | -1.2% | +0.9% | -2.2% | -3.5% |
| YTD | -20.4% | +40.4% | -60.9% | -33.4% |
| 1Y | -15.4% | +56.6% | -72.0% | -32.5% |
| 3Y | +61.9% | +125.5% | -63.6% | +8.7% |
| 5Y | +38.3% | +292.8% | -254.6% | -29.6% |
| 10Y | +720.6% | +787.1% | -66.5% | +154.4% |
| All | +1,632.5% | +2,215.8% | -583.3% | +178.1% |
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