+56.4%
KKR vs SWKS
+11.3%
+45.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | +1.6% | +9.4% | -7.8% | -0.9% |
| 30D | +14.5% | +17.0% | -2.4% | +9.5% |
| 3M | -15.0% | +28.9% | -43.9% | -22.4% |
| 6M | +1.0% | +33.1% | -32.1% | -10.7% |
| YTD | -22.6% | +44.8% | -67.4% | -34.8% |
| 1Y | -18.2% | +36.2% | -54.4% | -29.3% |
| 3Y | +56.4% | +11.5% | +44.9% | +24.4% |
| All | +56.4% | +11.3% | +45.1% | +24.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling