+437.0%
SO vs KKR
+1,536.3%
-1,099.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +1.1% |
| 7D | +1.4% | +1.6% | -0.3% | +1.2% |
| 30D | +4.7% | +14.5% | -9.8% | +3.2% |
| 3M | +1.7% | -15.0% | +16.7% | +3.3% |
| 6M | +2.2% | +1.0% | +1.1% | +1.7% |
| YTD | +10.0% | -22.6% | +32.6% | +12.2% |
| 1Y | +6.0% | -18.2% | +24.3% | +7.4% |
| 3Y | +54.1% | +56.4% | -2.3% | +39.8% |
| 5Y | +79.6% | +29.6% | +50.1% | +63.9% |
| 10Y | +195.5% | +671.3% | -475.8% | +114.4% |
| All | +437.0% | +1,536.3% | -1,099.3% | +246.5% |
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