-13.7%
KKR vs STRL
-30.1%
+16.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -21.5% | +27.0% | +5.8% |
| 7D | +8.9% | -27.1% | +36.0% | +9.4% |
| 30D | +12.7% | -45.8% | +58.4% | +14.1% |
| 3M | -6.2% | -47.6% | +41.5% | -4.9% |
| 6M | -1.5% | -46.4% | +44.9% | -0.8% |
| YTD | -20.1% | -7.4% | -12.7% | -23.5% |
| 1Y | -13.7% | -25.9% | +12.1% | -15.7% |
| All | -13.7% | -30.1% | +16.4% | -15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STRL.
Daily Out/Under-Performance
Portfolio return minus STRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STRL 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 STRL 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