+1,557.4%
KKR vs SWK
+225.7%
+1,331.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.7% |
| 7D | +2.2% | +11.0% | -8.8% | -3.8% |
| 30D | +7.6% | +30.1% | -22.5% | -7.2% |
| 3M | -6.5% | +14.7% | -21.1% | -13.7% |
| 6M | -3.9% | +44.5% | -48.4% | -22.6% |
| YTD | -23.9% | +59.4% | -83.3% | -42.9% |
| 1Y | -18.5% | +77.5% | -96.1% | -42.7% |
| 3Y | +65.8% | +49.5% | +16.3% | +21.8% |
| 5Y | +25.3% | -24.9% | +50.2% | +32.0% |
| 10Y | +720.2% | +31.8% | +688.4% | +458.3% |
| All | +1,557.4% | +225.7% | +1,331.7% | +521.6% |
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