-1.0%
SO vs KKR
-26.0%
+25.0%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | -0.9% |
| 7D | -1.1% | -8.1% | +7.0% | -1.7% |
| 30D | -3.7% | -9.1% | +5.4% | -4.3% |
| 3M | -5.9% | +6.4% | -12.3% | -5.3% |
| 6M | -7.3% | +12.6% | -19.9% | -6.2% |
| YTD | +3.1% | -20.4% | +23.5% | +2.7% |
| 1Y | -1.0% | -27.1% | +26.1% | -1.6% |
| All | -1.0% | -26.0% | +25.0% | -1.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling