+56.5%
SAP vs KKR
+75.8%
-19.3%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.9% | +0.2% | -1.2% |
| 7D | -0.3% | -0.6% | +0.4% | -0.1% |
| 30D | +2.6% | +3.0% | -0.5% | +1.7% |
| 3M | +16.3% | +13.6% | +2.6% | +12.1% |
| 6M | +6.4% | +16.2% | -9.8% | +1.8% |
| YTD | -11.4% | -16.6% | +5.2% | -8.1% |
| 1Y | -20.4% | -23.2% | +2.8% | -16.1% |
| 3Y | +56.5% | +71.7% | -15.2% | +25.1% |
| All | +56.5% | +75.8% | -19.3% | +25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 3y: compounded portfolio wealth divided by compounded KKR 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…
3y analysis · Full analysis span regression · 6 months rolling