+72.6%
KKR vs STT
+158.4%
-85.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -2.2% | +1.0% | -3.2% | -2.9% |
| 30D | +0.3% | +2.8% | -2.5% | -2.0% |
| 3M | +8.8% | +18.1% | -9.3% | -4.7% |
| 6M | +14.9% | +59.2% | -44.3% | -20.4% |
| YTD | -17.9% | +51.5% | -69.3% | -40.7% |
| 1Y | -23.7% | +75.7% | -99.4% | -50.8% |
| 3Y | +69.1% | +200.8% | -131.7% | -25.0% |
| 5Y | +72.6% | +155.8% | -83.2% | -20.2% |
| All | +72.6% | +158.4% | -85.8% | -20.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling