+19.5%
SNPS vs KKR
+66.4%
-47.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.1% | +4.1% | +2.6% |
| 7D | -4.6% | -8.1% | +3.5% | -0.4% |
| 30D | -3.3% | -9.1% | +5.8% | +1.4% |
| 3M | -13.8% | +6.4% | -20.1% | -17.2% |
| 6M | -8.2% | +12.6% | -20.8% | -14.8% |
| YTD | -15.4% | -20.4% | +5.0% | -6.3% |
| 1Y | +2.4% | -27.1% | +29.5% | +18.5% |
| 3Y | -13.5% | +63.8% | -77.3% | -38.4% |
| 5Y | +19.5% | +67.6% | -48.2% | -18.2% |
| All | +19.5% | +66.4% | -47.0% | -18.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling