+73.0%
KKR vs STZ
-38.7%
+111.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.0% | -1.7% |
| 7D | -2.2% | -6.0% | +3.8% | -0.2% |
| 30D | +0.3% | -8.9% | +9.1% | +3.4% |
| 3M | +8.8% | -12.6% | +21.4% | +13.4% |
| 6M | +14.9% | -17.2% | +32.1% | +21.3% |
| YTD | -17.9% | -10.0% | -7.9% | -17.5% |
| 1Y | -23.7% | -14.3% | -9.4% | -21.9% |
| 3Y | +69.1% | -49.9% | +119.0% | +116.9% |
| All | +73.0% | -38.7% | +111.6% | +85.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling