+1,750.7%
KKR vs SWKS
+435.6%
+1,315.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.5% | -5.4% | -3.2% |
| 7D | -0.9% | +12.5% | -13.4% | -5.4% |
| 30D | +2.2% | +10.5% | -8.3% | -2.0% |
| 3M | +13.1% | -7.4% | +20.5% | +14.9% |
| 6M | +15.3% | +32.7% | -17.4% | -0.3% |
| YTD | -15.0% | +19.2% | -34.2% | -23.7% |
| 1Y | -21.0% | +2.4% | -23.4% | -25.2% |
| 3Y | +76.7% | -25.6% | +102.3% | +81.0% |
| 5Y | +74.3% | -53.4% | +127.8% | +110.9% |
| 10Y | +753.7% | +23.2% | +730.6% | +597.4% |
| All | +1,750.7% | +435.6% | +1,315.1% | +646.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling