+280.4%
SHW vs KKR
+710.9%
-430.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.8% |
| 7D | -3.1% | -6.2% | +3.1% | -1.1% |
| 30D | -10.0% | -8.9% | -1.2% | -7.3% |
| 3M | +2.3% | +6.3% | -4.0% | -0.1% |
| 6M | +0.7% | +16.5% | -15.8% | -5.1% |
| YTD | +0.5% | -20.3% | +20.7% | +6.7% |
| 1Y | -11.5% | -29.8% | +18.3% | -2.4% |
| 3Y | +21.3% | +63.2% | -41.8% | -6.6% |
| 5Y | +12.5% | +68.0% | -55.4% | -18.1% |
| All | +280.4% | +710.9% | -430.5% | +59.4% |
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