+60.2%
SCHD vs KKR
+64.7%
-4.6%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | -2.0% | -6.2% | +4.2% | -0.6% |
| 30D | -0.4% | -8.9% | +8.4% | +1.5% |
| 3M | +5.7% | +6.3% | -0.5% | +4.0% |
| 6M | +11.9% | +16.5% | -4.6% | +7.4% |
| YTD | +26.4% | -20.3% | +46.7% | +31.5% |
| 1Y | +27.6% | -29.8% | +57.4% | +36.3% |
| 3Y | +54.9% | +63.2% | -8.2% | +28.4% |
| All | +60.2% | +64.7% | -4.6% | +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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling