+1,557.4%
KKR vs SUI
+729.5%
+827.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.4% | -1.1% |
| 7D | +2.2% | +6.2% | -4.0% | -0.9% |
| 30D | +7.6% | +8.6% | -1.0% | +3.0% |
| 3M | -6.5% | +1.0% | -7.5% | -7.1% |
| 6M | -3.9% | -2.6% | -1.3% | -3.3% |
| YTD | -23.9% | -0.1% | -23.8% | -24.6% |
| 1Y | -18.5% | +0.5% | -19.0% | -19.7% |
| 3Y | +65.8% | +15.3% | +50.5% | +47.3% |
| 5Y | +25.3% | -26.1% | +51.5% | +41.3% |
| 10Y | +720.2% | +117.8% | +602.3% | +408.8% |
| All | +1,557.4% | +729.5% | +827.9% | +307.6% |
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