+807.0%
SCHW vs KKR
+1,583.3%
-776.3%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.1% | +3.8% | +2.2% |
| 7D | -2.8% | -8.1% | +5.3% | +1.1% |
| 30D | -0.1% | -9.1% | +9.0% | +4.2% |
| 3M | +20.6% | +6.4% | +14.2% | +16.0% |
| 6M | +15.9% | +12.6% | +3.4% | +7.8% |
| YTD | +8.5% | -20.4% | +28.9% | +17.8% |
| 1Y | +17.8% | -27.1% | +44.9% | +32.4% |
| 3Y | +88.5% | +63.8% | +24.7% | +32.6% |
| 5Y | +60.6% | +67.6% | -7.0% | +6.9% |
| 10Y | +298.0% | +702.6% | -404.6% | +14.5% |
| All | +807.0% | +1,583.3% | -776.3% | +80.8% |
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 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