+145.8%
SLV vs KKR
+1,536.3%
-1,390.4%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.9% | -3.1% | -2.3% |
| 7D | -5.8% | +1.6% | -7.5% | -6.1% |
| 30D | -12.1% | +14.5% | -26.7% | -13.8% |
| 3M | -24.1% | -15.0% | -9.2% | -22.5% |
| 6M | -44.4% | +1.0% | -45.4% | -44.6% |
| YTD | -31.5% | -22.6% | -8.8% | -29.6% |
| 1Y | -6.9% | -18.2% | +11.3% | -5.1% |
| 3Y | +116.0% | +56.4% | +59.6% | +97.3% |
| 5Y | +88.4% | +29.6% | +58.9% | +72.9% |
| 10Y | +167.9% | +671.3% | -503.4% | +86.9% |
| All | +145.8% | +1,536.3% | -1,390.4% | +45.2% |
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