-12.9%
SNPS vs KKR
+59.0%
-71.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.5% | -2.0% |
| 7D | +1.1% | +1.6% | -0.6% | +0.2% |
| 30D | -5.2% | +14.5% | -19.7% | -11.5% |
| 3M | +10.6% | -15.0% | +25.5% | +18.8% |
| 6M | -10.6% | +1.0% | -11.6% | -12.4% |
| YTD | -3.1% | -22.6% | +19.6% | +7.6% |
| 1Y | +15.6% | -18.2% | +33.8% | +24.6% |
| 3Y | -12.9% | +56.4% | -69.3% | -25.7% |
| All | -12.9% | +59.0% | -71.9% | -25.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling