+405.6%
SO vs KKR
+1,697.8%
-1,292.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.6% |
| 7D | -0.2% | -0.9% | +0.7% | -0.1% |
| 30D | -4.6% | +2.2% | -6.7% | -4.9% |
| 3M | -3.0% | +13.1% | -16.1% | -4.4% |
| 6M | -8.3% | +15.3% | -23.5% | -10.0% |
| YTD | +3.5% | -15.0% | +18.5% | +4.7% |
| 1Y | -0.9% | -21.0% | +20.1% | +0.8% |
| 3Y | +45.4% | +76.7% | -31.4% | +30.1% |
| 5Y | +59.6% | +74.3% | -14.7% | +39.9% |
| 10Y | +156.6% | +753.7% | -597.1% | +84.5% |
| All | +405.6% | +1,697.8% | -1,292.2% | +223.4% |
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