+666.8%
KKR vs SWKS
+45.5%
+621.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.0% | -6.8% | -3.3% |
| 7D | -1.3% | +5.7% | -7.0% | -3.7% |
| 30D | +9.3% | +17.3% | -8.0% | +1.8% |
| 3M | -9.8% | +28.3% | -38.1% | -21.3% |
| 6M | +1.0% | +26.1% | -25.1% | -13.7% |
| YTD | -21.1% | +41.1% | -62.2% | -37.3% |
| 1Y | -17.0% | +31.4% | -48.4% | -31.7% |
| 3Y | +60.6% | +7.3% | +53.3% | +34.7% |
| 5Y | +33.6% | -37.7% | +71.3% | +43.3% |
| All | +666.8% | +45.5% | +621.3% | +452.1% |
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