+722.0%
KKR vs SWKS
+36.4%
+685.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.2% | -3.1% | -2.4% |
| 7D | +2.2% | -6.2% | +8.4% | +4.8% |
| 30D | +7.6% | -1.5% | +9.1% | +7.8% |
| 3M | -6.5% | +23.0% | -29.4% | -16.9% |
| 6M | -3.9% | +27.6% | -31.5% | -18.6% |
| YTD | -23.9% | +32.3% | -56.2% | -37.7% |
| 1Y | -18.5% | +20.1% | -38.7% | -30.2% |
| 3Y | +65.8% | +0.6% | +65.1% | +43.0% |
| 5Y | +25.3% | -42.3% | +67.6% | +39.0% |
| All | +722.0% | +36.4% | +685.5% | +522.8% |
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