+1,750.7%
KKR vs STT
+663.6%
+1,087.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -2.0% |
| 7D | -0.9% | +0.5% | -1.4% | -1.2% |
| 30D | +2.2% | +3.9% | -1.7% | -0.4% |
| 3M | +13.1% | +20.0% | -6.9% | +0.2% |
| 6M | +15.3% | +55.3% | -40.1% | -13.7% |
| YTD | -15.0% | +53.3% | -68.3% | -35.7% |
| 1Y | -21.0% | +74.7% | -95.7% | -45.0% |
| 3Y | +76.7% | +205.8% | -129.1% | -12.1% |
| 5Y | +74.3% | +145.0% | -70.7% | -3.6% |
| 10Y | +753.7% | +266.0% | +487.7% | +229.4% |
| All | +1,750.7% | +663.6% | +1,087.1% | +313.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling