+77.7%
SPY vs KKR
+59.0%
+18.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.2% | -0.6% |
| 7D | +2.6% | +1.6% | +1.0% | +2.1% |
| 30D | -2.0% | +14.5% | -16.5% | -5.5% |
| 3M | -2.8% | -15.0% | +12.2% | +1.1% |
| 6M | +2.1% | +1.0% | +1.1% | +1.1% |
| YTD | +11.5% | -22.6% | +34.1% | +18.1% |
| 1Y | +13.5% | -18.2% | +31.7% | +17.9% |
| 3Y | +77.7% | +56.4% | +21.3% | +60.9% |
| All | +77.7% | +59.0% | +18.7% | +60.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling