+701.4%
KKR vs SW
+182.7%
+518.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -0.9% | -1.7% |
| 7D | +2.2% | +2.3% | -0.1% | +1.8% |
| 30D | +7.6% | +6.8% | +0.8% | +6.2% |
| 3M | -6.5% | -5.2% | -1.3% | -5.5% |
| 6M | -3.9% | +7.4% | -11.3% | -5.5% |
| YTD | -23.9% | +17.4% | -41.3% | -26.9% |
| 1Y | -18.5% | +27.1% | -45.6% | -22.9% |
| 3Y | +65.8% | +47.9% | +17.9% | +53.9% |
| 5Y | +25.3% | -2.6% | +27.9% | +19.0% |
| All | +701.4% | +182.7% | +518.7% | +488.3% |
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