+1,688.1%
KKR vs SYY
+330.3%
+1,357.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.2% | -3.7% | -2.6% |
| 7D | -2.2% | -0.2% | -2.0% | -2.1% |
| 30D | +0.3% | -2.7% | +3.0% | +1.5% |
| 3M | +8.8% | +5.9% | +2.9% | +5.4% |
| 6M | +14.9% | -2.3% | +17.2% | +14.2% |
| YTD | -17.9% | +13.1% | -31.0% | -24.9% |
| 1Y | -23.7% | +3.8% | -27.4% | -27.2% |
| 3Y | +69.1% | +26.7% | +42.3% | +43.0% |
| 5Y | +72.6% | +19.4% | +53.1% | +50.9% |
| 10Y | +728.2% | +112.0% | +616.3% | +364.7% |
| All | +1,688.1% | +330.3% | +1,357.8% | +451.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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