+294.9%
SCHW vs KKR
+710.9%
-416.0%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | -1.9% | -6.2% | +4.3% | +1.0% |
| 30D | -1.6% | -8.9% | +7.2% | +2.4% |
| 3M | +21.3% | +6.3% | +15.0% | +16.7% |
| 6M | +16.5% | +16.5% | 0.0% | +6.6% |
| YTD | +8.4% | -20.3% | +28.7% | +17.7% |
| 1Y | +15.6% | -29.8% | +45.4% | +32.6% |
| 3Y | +86.8% | +63.2% | +23.7% | +29.1% |
| 5Y | +60.5% | +68.0% | -7.5% | +3.9% |
| All | +294.9% | +710.9% | -416.0% | +5.8% |
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 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