+696.7%
KKR vs STZ
-11.3%
+708.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.7% |
| 7D | -6.2% | -4.5% | -1.7% | -4.4% |
| 30D | -8.9% | -8.6% | -0.3% | -5.3% |
| 3M | +6.3% | -13.8% | +20.0% | +12.7% |
| 6M | +16.5% | -17.2% | +33.6% | +24.8% |
| YTD | -20.3% | -9.4% | -10.9% | -19.3% |
| 1Y | -29.8% | -11.9% | -17.9% | -28.2% |
| 3Y | +63.2% | -49.6% | +112.8% | +113.6% |
| 5Y | +68.0% | -37.2% | +105.1% | +95.0% |
| All | +696.7% | -11.3% | +708.1% | +674.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 10y: compounded portfolio wealth divided by compounded STZ 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…
10y analysis · Full analysis span regression · 6 months rolling