-29.8%
KKR vs STT
+78.9%
-108.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.6% |
| 7D | -6.2% | -0.4% | -5.7% | -5.9% |
| 30D | -8.9% | +1.7% | -10.6% | -10.2% |
| 3M | +6.3% | +17.9% | -11.6% | -7.2% |
| 6M | +16.5% | +55.3% | -38.8% | -19.9% |
| YTD | -20.3% | +52.7% | -72.9% | -44.6% |
| 1Y | -29.8% | +75.7% | -105.4% | -56.5% |
| All | -29.8% | +78.9% | -108.7% | -56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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