+1,819.3%
SPGI vs KKR
+1,664.4%
+154.8%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.9% | -1.3% | -2.5% |
| 7D | -2.5% | -0.6% | -1.8% | -2.2% |
| 30D | +5.4% | +3.0% | +2.4% | +4.0% |
| 3M | +9.0% | +13.6% | -4.6% | +3.4% |
| 6M | +0.8% | +16.2% | -15.4% | -5.6% |
| YTD | -12.6% | -16.6% | +4.0% | -7.6% |
| 1Y | -16.1% | -23.2% | +7.1% | -9.2% |
| 3Y | +19.0% | +71.7% | -52.7% | -11.3% |
| 5Y | +5.1% | +74.8% | -69.8% | -25.4% |
| 10Y | +295.5% | +711.6% | -416.1% | +51.2% |
| All | +1,819.3% | +1,664.4% | +154.8% | +419.5% |
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