+711.6%
KKR vs SUI
+104.3%
+607.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.4% | -1.1% |
| 7D | -0.6% | -3.1% | +2.5% | +0.9% |
| 30D | +3.0% | -2.3% | +5.4% | +4.2% |
| 3M | +13.6% | -2.8% | +16.5% | +14.8% |
| 6M | +16.2% | -12.4% | +28.6% | +23.5% |
| YTD | -16.6% | -3.3% | -13.3% | -16.0% |
| 1Y | -23.2% | -5.8% | -17.4% | -21.7% |
| 3Y | +71.7% | +12.5% | +59.2% | +54.2% |
| 5Y | +74.8% | -32.9% | +107.7% | +106.7% |
| 10Y | +711.6% | +104.4% | +607.2% | +600.0% |
| All | +711.6% | +104.3% | +607.2% | +600.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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