+314.7%
SPY vs KKR
+710.9%
-396.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.6% | +0.8% |
| 7D | -0.8% | -6.2% | +5.4% | +1.4% |
| 30D | -1.1% | -8.9% | +7.8% | +2.0% |
| 3M | +3.9% | +6.3% | -2.4% | +1.1% |
| 6M | +13.6% | +16.5% | -2.9% | +6.4% |
| YTD | +12.7% | -20.3% | +32.9% | +19.8% |
| 1Y | +17.5% | -29.8% | +47.3% | +30.1% |
| 3Y | +76.9% | +63.2% | +13.7% | +35.4% |
| 5Y | +83.6% | +68.0% | +15.6% | +32.7% |
| All | +314.7% | +710.9% | -396.2% | +72.4% |
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 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