+1,750.7%
KKR vs SWK
+173.8%
+1,576.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -2.3% |
| 7D | -0.9% | -0.4% | -0.4% | -0.7% |
| 30D | +2.2% | -5.7% | +7.9% | +5.5% |
| 3M | +13.1% | +24.1% | -11.0% | -0.5% |
| 6M | +15.3% | +24.7% | -9.5% | 0.0% |
| YTD | -15.0% | +33.9% | -49.0% | -29.5% |
| 1Y | -21.0% | +34.7% | -55.7% | -35.1% |
| 3Y | +76.7% | +15.3% | +61.4% | +50.6% |
| 5Y | +74.3% | -39.3% | +113.6% | +107.4% |
| 10Y | +753.7% | +2.5% | +751.2% | +572.4% |
| All | +1,750.7% | +173.8% | +1,576.9% | +667.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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