+1,640.9%
KKR vs SW
+638.8%
+1,002.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +4.1% | +1.5% | +5.0% |
| 7D | +8.9% | +12.1% | -3.1% | +7.1% |
| 30D | +12.7% | +6.6% | +6.1% | +11.6% |
| 3M | -6.2% | -6.0% | -0.2% | -5.3% |
| 6M | -1.5% | +21.5% | -23.0% | -4.5% |
| YTD | -20.1% | +20.3% | -40.4% | -22.6% |
| 1Y | -13.7% | +28.1% | -41.9% | -17.2% |
| 3Y | +69.3% | +51.6% | +17.7% | +60.0% |
| 5Y | +30.3% | -0.1% | +30.5% | +25.1% |
| 10Y | +761.5% | +189.7% | +571.7% | +643.7% |
| All | +1,640.9% | +638.8% | +1,002.1% | +1,329.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling