+15.3%
KKR vs SWKS
+28.1%
-12.8%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.5% | -5.4% | -2.2% |
| 7D | -0.9% | +12.5% | -13.4% | -2.1% |
| 30D | +2.2% | +10.5% | -8.3% | +1.1% |
| 3M | +13.1% | -7.4% | +20.5% | +13.2% |
| 6M | +15.3% | +32.7% | -17.4% | +5.3% |
| All | +15.3% | +28.1% | -12.8% | +5.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling