+1,557.4%
KKR vs SWKS
+494.7%
+1,062.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.2% | -3.1% | -2.3% |
| 7D | +2.2% | -6.2% | +8.4% | +4.5% |
| 30D | +7.6% | -1.5% | +9.1% | +7.8% |
| 3M | -6.5% | +23.0% | -29.4% | -15.5% |
| 6M | -3.9% | +27.6% | -31.5% | -16.4% |
| YTD | -23.9% | +32.3% | -56.2% | -35.6% |
| 1Y | -18.5% | +20.1% | -38.7% | -28.4% |
| 3Y | +65.8% | +0.6% | +65.1% | +48.2% |
| 5Y | +25.3% | -42.3% | +67.6% | +37.6% |
| 10Y | +720.2% | +35.9% | +684.2% | +533.9% |
| All | +1,557.4% | +494.7% | +1,062.7% | +529.8% |
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 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