+1,750.7%
KKR vs SUI
+715.3%
+1,035.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.7% |
| 7D | -0.9% | -2.8% | +2.0% | +0.6% |
| 30D | +2.2% | -1.2% | +3.3% | +2.7% |
| 3M | +13.1% | -1.7% | +14.8% | +13.5% |
| 6M | +15.3% | -10.5% | +25.7% | +21.3% |
| YTD | -15.0% | -1.8% | -13.2% | -15.0% |
| 1Y | -21.0% | -4.1% | -16.9% | -20.2% |
| 3Y | +76.7% | +11.3% | +65.5% | +59.9% |
| 5Y | +74.3% | -32.1% | +106.5% | +105.5% |
| 10Y | +753.7% | +110.4% | +643.3% | +438.5% |
| All | +1,750.7% | +715.3% | +1,035.3% | +359.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling