+8,434.7%
SHOP vs KKR
+486.6%
+7,948.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | +0.8% |
| 7D | -5.1% | -0.9% | -4.2% | -4.5% |
| 30D | +0.6% | +2.2% | -1.6% | -1.4% |
| 3M | +25.0% | +13.1% | +12.0% | +13.0% |
| 6M | +11.9% | +15.3% | -3.3% | -0.6% |
| YTD | -9.9% | -15.0% | +5.1% | -1.0% |
| 1Y | 0.0% | -21.0% | +21.0% | +14.5% |
| 3Y | +117.5% | +76.7% | +40.8% | +38.1% |
| 5Y | -6.6% | +74.3% | -81.0% | -39.1% |
| 10Y | +3,320.3% | +753.7% | +2,566.6% | +788.9% |
| All | +8,434.7% | +486.6% | +7,948.1% | +2,919.3% |
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