+735.7%
KKR vs SWKS
+37.5%
+698.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.3% |
| 7D | +0.1% | -2.7% | +2.8% | +1.2% |
| 30D | +7.9% | +8.5% | -0.6% | +3.9% |
| 3M | -4.4% | +17.3% | -21.7% | -13.1% |
| 6M | -4.0% | +25.1% | -29.1% | -17.8% |
| YTD | -22.6% | +33.3% | -56.0% | -36.9% |
| 1Y | -18.6% | +22.9% | -41.5% | -30.9% |
| 3Y | +60.6% | +5.5% | +55.1% | +35.4% |
| 5Y | +28.4% | -41.9% | +70.3% | +42.1% |
| 10Y | +735.7% | +32.4% | +703.3% | +531.2% |
| All | +735.7% | +37.5% | +698.2% | +531.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling