-11.2%
SHOP vs KKR
+29.5%
-40.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.5% |
| 7D | -1.2% | +1.6% | -2.8% | -2.7% |
| 30D | -14.7% | +14.5% | -29.3% | -24.2% |
| 3M | -7.2% | -15.0% | +7.7% | +5.7% |
| 6M | +54.2% | +1.0% | +53.2% | +48.1% |
| YTD | -8.6% | -22.6% | +14.0% | +10.3% |
| 1Y | +0.5% | -18.2% | +18.7% | +14.8% |
| 3Y | +135.9% | +56.4% | +79.6% | +25.5% |
| All | -11.2% | +29.5% | -40.7% | -48.5% |
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 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