+11.3%
SBUX vs KKR
+62.5%
-51.2%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.5% |
| 7D | -5.5% | -6.2% | +0.7% | -4.0% |
| 30D | -8.5% | -8.9% | +0.4% | -6.5% |
| 3M | -2.9% | +6.3% | -9.2% | -4.8% |
| 6M | -1.5% | +16.5% | -18.0% | -6.5% |
| YTD | +19.4% | -20.3% | +39.6% | +25.7% |
| 1Y | +22.9% | -29.8% | +52.7% | +33.9% |
| 3Y | +11.3% | +63.2% | -51.9% | -3.8% |
| All | +11.3% | +62.5% | -51.2% | -3.8% |
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