-18.9%
KKR vs SWKS
+33.9%
-52.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.7% | -5.6% | -3.1% |
| 7D | -1.1% | +10.9% | -12.0% | -2.0% |
| 30D | +11.5% | +17.6% | -6.1% | +9.8% |
| 3M | -12.4% | +29.2% | -41.6% | -15.4% |
| 6M | -1.9% | +37.0% | -38.9% | -8.2% |
| YTD | -23.3% | +44.9% | -68.3% | -30.1% |
| All | -18.9% | +33.9% | -52.8% | -22.8% |
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 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