+66.5%
KKR vs SU
+348.9%
-282.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.4% | +0.3% |
| 7D | -6.2% | +2.2% | -8.4% | -6.9% |
| 30D | -8.9% | +8.4% | -17.3% | -11.4% |
| 3M | +6.3% | +12.1% | -5.8% | +1.7% |
| 6M | +16.5% | +19.7% | -3.2% | +7.8% |
| YTD | -20.3% | +58.4% | -78.7% | -34.0% |
| 1Y | -29.8% | +67.2% | -97.0% | -43.2% |
| 3Y | +63.2% | +125.0% | -61.9% | +16.6% |
| All | +66.5% | +348.9% | -282.5% | -6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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