+687.0%
KKR vs SW
+182.3%
+504.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | 0.0% | -0.6% |
| 7D | -1.3% | -2.6% | +1.3% | -0.7% |
| 30D | +9.3% | +7.2% | +2.1% | +7.8% |
| 3M | -9.8% | -10.5% | +0.6% | -7.9% |
| 6M | +1.0% | +9.9% | -8.9% | -1.2% |
| YTD | -21.1% | +17.2% | -38.3% | -24.1% |
| 1Y | -17.0% | +26.5% | -43.5% | -21.4% |
| 3Y | +60.6% | +47.7% | +13.0% | +49.2% |
| 5Y | +33.6% | +0.2% | +33.4% | +26.3% |
| 10Y | +687.0% | +182.3% | +504.7% | +470.8% |
| All | +687.0% | +182.3% | +504.7% | +470.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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