+1,636.4%
KKR vs SU
+253.7%
+1,382.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.4% | +0.3% |
| 7D | -6.2% | +2.2% | -8.4% | -7.0% |
| 30D | -8.9% | +8.4% | -17.3% | -11.8% |
| 3M | +6.3% | +12.1% | -5.8% | +1.0% |
| 6M | +16.5% | +19.7% | -3.2% | +6.9% |
| YTD | -20.3% | +58.4% | -78.7% | -34.7% |
| 1Y | -29.8% | +67.2% | -97.0% | -43.9% |
| 3Y | +63.2% | +125.0% | -61.9% | +14.3% |
| 5Y | +68.0% | +355.1% | -287.1% | -14.3% |
| 10Y | +704.3% | +263.7% | +440.6% | +296.0% |
| All | +1,636.4% | +253.7% | +1,382.7% | +674.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling