+1,750.7%
KKR vs STRL
+3,495.6%
-1,745.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.8% | -7.6% | -3.0% |
| 7D | -0.9% | +3.4% | -4.3% | -1.6% |
| 30D | +2.2% | -9.2% | +11.4% | +3.9% |
| 3M | +13.1% | -51.0% | +64.1% | +28.4% |
| 6M | +15.3% | +15.8% | -0.5% | +3.2% |
| YTD | -15.0% | +58.9% | -73.9% | -30.0% |
| 1Y | -21.0% | +68.5% | -89.5% | -36.8% |
| 3Y | +76.7% | +485.2% | -408.5% | +1.6% |
| 5Y | +74.3% | +2,005.1% | -1,930.8% | -25.6% |
| 10Y | +753.7% | +7,118.0% | -6,364.2% | +160.3% |
| All | +1,750.7% | +3,495.6% | -1,745.0% | +518.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling