+2,993.7%
SHOP vs KKR
+710.9%
+2,282.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.6% |
| 7D | -11.2% | -6.2% | -5.1% | -7.0% |
| 30D | -14.4% | -8.9% | -5.5% | -8.4% |
| 3M | +16.6% | +6.3% | +10.3% | +9.8% |
| 6M | -0.6% | +16.5% | -17.0% | -12.7% |
| YTD | -20.0% | -20.3% | +0.3% | -7.6% |
| 1Y | -11.2% | -29.8% | +18.6% | +11.6% |
| 3Y | +99.5% | +63.2% | +36.3% | +30.8% |
| 5Y | -13.2% | +68.0% | -81.2% | -43.4% |
| All | +2,993.7% | +710.9% | +2,282.8% | +785.5% |
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 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