+960.1%
SBUX vs KKR
+1,664.4%
-704.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.9% | -0.5% | -1.7% |
| 7D | -3.9% | -0.6% | -3.3% | -3.7% |
| 30D | -2.8% | +3.0% | -5.9% | -4.0% |
| 3M | +8.2% | +13.6% | -5.4% | +3.0% |
| 6M | +4.3% | +16.2% | -12.0% | -2.3% |
| YTD | +23.3% | -16.6% | +39.9% | +28.5% |
| 1Y | +24.3% | -23.2% | +47.5% | +32.4% |
| 3Y | +15.5% | +71.7% | -56.3% | -10.9% |
| 5Y | -2.7% | +74.8% | -77.5% | -28.0% |
| 10Y | +128.8% | +711.6% | -582.7% | +1.0% |
| All | +960.1% | +1,664.4% | -704.3% | +241.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling