+123.9%
SBUX vs KKR
+710.9%
-587.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | -5.5% | -6.2% | +0.7% | -3.3% |
| 30D | -8.5% | -8.9% | +0.4% | -5.5% |
| 3M | -2.9% | +6.3% | -9.2% | -5.8% |
| 6M | -1.5% | +16.5% | -18.0% | -8.4% |
| YTD | +19.4% | -20.3% | +39.6% | +27.0% |
| 1Y | +22.9% | -29.8% | +52.7% | +36.6% |
| 3Y | +11.3% | +63.2% | -51.9% | -16.6% |
| 5Y | -6.9% | +68.0% | -74.8% | -34.4% |
| All | +123.9% | +710.9% | -587.0% | -8.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling