+1,750.7%
KKR vs STZ
+835.8%
+914.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.6% |
| 7D | -0.9% | -1.9% | +1.0% | -0.2% |
| 30D | +2.2% | -1.9% | +4.0% | +2.8% |
| 3M | +13.1% | -6.2% | +19.3% | +15.3% |
| 6M | +15.3% | -14.0% | +29.3% | +20.7% |
| YTD | -15.0% | -5.1% | -9.9% | -15.2% |
| 1Y | -21.0% | -9.6% | -11.4% | -19.9% |
| 3Y | +76.7% | -47.2% | +123.9% | +117.0% |
| 5Y | +74.3% | -33.6% | +107.9% | +95.2% |
| 10Y | +753.7% | -9.8% | +763.5% | +724.5% |
| All | +1,750.7% | +835.8% | +914.9% | +543.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling