+1,569.8%
KKR vs STT
+586.4%
+983.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.6% | -2.7% |
| 7D | -1.1% | +5.1% | -6.2% | -4.3% |
| 30D | +11.5% | -0.2% | +11.7% | +11.6% |
| 3M | -12.4% | -8.1% | -4.2% | -7.7% |
| 6M | -1.9% | +16.6% | -18.5% | -11.6% |
| YTD | -23.3% | +37.8% | -61.2% | -38.0% |
| 1Y | -20.4% | +46.8% | -67.3% | -38.1% |
| 3Y | +56.1% | +181.2% | -125.1% | -18.0% |
| 5Y | +28.4% | +105.1% | -76.7% | -20.5% |
| 10Y | +664.6% | +202.3% | +462.3% | +234.2% |
| All | +1,569.8% | +586.4% | +983.4% | +299.4% |
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