-11.8%
SHOP vs KKR
-16.4%
+4.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -3.0% | -3.1% | -4.3% |
| 7D | -13.9% | +2.6% | -16.5% | -14.9% |
| 30D | -12.6% | +8.4% | -21.0% | -16.3% |
| 3M | -0.3% | -6.8% | +6.4% | +3.5% |
| 6M | +33.6% | -3.3% | +36.8% | +34.9% |
| YTD | -10.7% | -22.5% | +11.8% | +4.3% |
| 1Y | -11.8% | -16.7% | +5.0% | -2.9% |
| All | -11.8% | -16.4% | +4.6% | -2.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling