+41.3%
SBUX vs KKR
-12.5%
+53.8%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +5.6% | -0.9% | +3.9% |
| 7D | +6.3% | +8.9% | -2.6% | +5.1% |
| 30D | +16.2% | +12.7% | +3.5% | +14.3% |
| 3M | +5.1% | -6.2% | +11.3% | +5.4% |
| 6M | +5.7% | -1.5% | +7.3% | +5.8% |
| YTD | +32.6% | -20.1% | +52.7% | +40.2% |
| 1Y | +41.3% | -13.7% | +55.0% | +39.4% |
| All | +41.3% | -12.5% | +53.8% | +39.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling