+153.1%
SO vs KKR
+710.9%
-557.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.7% |
| 7D | -1.1% | -6.2% | +5.1% | -0.3% |
| 30D | -5.0% | -8.9% | +3.9% | -4.0% |
| 3M | -5.8% | +6.3% | -12.0% | -6.7% |
| 6M | -7.9% | +16.5% | -24.4% | -10.1% |
| YTD | +2.4% | -20.3% | +22.7% | +4.6% |
| 1Y | -2.3% | -29.8% | +27.5% | +1.4% |
| 3Y | +41.9% | +63.2% | -21.3% | +23.5% |
| 5Y | +58.1% | +68.0% | -9.9% | +32.3% |
| All | +153.1% | +710.9% | -557.8% | +71.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling