-13.7%
KKR vs SWKS
+14.2%
-27.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -2.9% | +8.5% | +5.8% |
| 7D | +8.9% | -4.9% | +13.9% | +9.4% |
| 30D | +12.7% | -1.2% | +13.8% | +12.7% |
| 3M | -6.2% | +24.2% | -30.3% | -9.4% |
| 6M | -1.5% | +21.5% | -23.0% | -6.6% |
| YTD | -20.1% | +33.5% | -53.5% | -26.3% |
| 1Y | -13.7% | +18.9% | -32.6% | -15.0% |
| All | -13.7% | +14.2% | -27.9% | -15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 1y: compounded portfolio wealth divided by compounded SWKS 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…
1y analysis · Full analysis span regression · 6 months rolling