+78.1%
KKR vs SWKS
-52.8%
+131.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.5% | -5.4% | -3.5% |
| 7D | -0.9% | +12.5% | -13.4% | -6.3% |
| 30D | +2.2% | +10.5% | -8.3% | -2.7% |
| 3M | +13.1% | -7.4% | +20.5% | +15.5% |
| 6M | +15.3% | +32.7% | -17.4% | -4.6% |
| YTD | -15.0% | +19.2% | -34.2% | -26.2% |
| 1Y | -21.0% | +2.4% | -23.4% | -26.4% |
| 3Y | +76.7% | -25.6% | +102.3% | +80.4% |
| All | +78.1% | -52.8% | +131.0% | +144.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling