+151.4%
SLV vs KKR
+1,522.1%
-1,370.7%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.8% | -0.4% | -2.9% |
| 7D | -3.9% | -1.1% | -2.7% | -3.7% |
| 30D | -15.6% | +11.5% | -27.2% | -16.9% |
| 3M | -23.6% | -12.4% | -11.2% | -22.3% |
| 6M | -42.6% | -1.9% | -40.7% | -42.5% |
| YTD | -30.0% | -23.3% | -6.6% | -27.9% |
| 1Y | -6.6% | -20.4% | +13.8% | -4.4% |
| 3Y | +121.8% | +56.1% | +65.8% | +102.7% |
| 5Y | +92.7% | +28.4% | +64.2% | +77.0% |
| 10Y | +174.0% | +664.6% | -490.7% | +91.3% |
| All | +151.4% | +1,522.1% | -1,370.7% | +48.7% |
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