-14.6%
SHOP vs KKR
+71.8%
-86.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.6% | -3.9% | -4.1% |
| 7D | -10.6% | -2.2% | -8.4% | -8.8% |
| 30D | -18.3% | +0.3% | -18.5% | -18.8% |
| 3M | +14.8% | +8.8% | +6.0% | +4.9% |
| 6M | -5.0% | +14.9% | -19.9% | -17.8% |
| YTD | -21.2% | -17.9% | -3.4% | -9.1% |
| 1Y | -11.6% | -23.7% | +12.1% | +7.2% |
| 3Y | +101.2% | +69.1% | +32.2% | +3.9% |
| All | -14.6% | +71.8% | -86.3% | -57.9% |
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 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