+651.4%
KKR vs SUI
+123.0%
+528.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | -0.1% | +0.4% |
| 7D | +1.6% | -1.5% | +3.1% | +2.4% |
| 30D | +14.5% | +3.7% | +10.8% | +12.2% |
| 3M | -15.0% | -0.4% | -14.6% | -15.0% |
| 6M | +1.0% | -2.8% | +3.8% | +1.8% |
| YTD | -22.6% | -1.6% | -21.0% | -22.8% |
| 1Y | -18.2% | -2.1% | -16.2% | -18.3% |
| 3Y | +56.4% | +18.5% | +37.9% | +36.4% |
| 5Y | +29.6% | -26.5% | +56.1% | +46.9% |
| All | +651.4% | +123.0% | +528.4% | +509.9% |
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