+230.8%
SLV vs KKR
+1,664.4%
-1,433.7%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.9% | +1.1% | -0.5% |
| 7D | +2.5% | -0.6% | +3.1% | +2.6% |
| 30D | +3.3% | +3.0% | +0.2% | +2.8% |
| 3M | -3.6% | +13.6% | -17.2% | -5.4% |
| 6M | -21.8% | +16.2% | -38.0% | -23.6% |
| YTD | -7.8% | -16.6% | +8.7% | -6.2% |
| 1Y | +58.3% | -23.2% | +81.5% | +62.6% |
| 3Y | +182.6% | +71.7% | +110.9% | +154.6% |
| 5Y | +167.8% | +74.8% | +93.0% | +135.3% |
| 10Y | +218.9% | +711.6% | -492.7% | +120.8% |
| All | +230.8% | +1,664.4% | -1,433.7% | +93.5% |
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