+252.8%
SPOT vs KKR
+460.5%
-207.7%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | -3.1% | -6.2% | +3.1% | -0.3% |
| 30D | +7.4% | -8.9% | +16.2% | +11.7% |
| 3M | +8.2% | +6.3% | +1.9% | +4.1% |
| 6M | +2.2% | +16.5% | -14.2% | -6.4% |
| YTD | -9.5% | -20.3% | +10.8% | -2.1% |
| 1Y | -23.8% | -29.8% | +6.0% | -13.3% |
| 3Y | +233.5% | +63.2% | +170.3% | +130.9% |
| 5Y | +112.2% | +68.0% | +44.2% | +41.4% |
| All | +252.8% | +460.5% | -207.7% | +48.2% |
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