+655.9%
STM vs KKR
+710.9%
-55.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.4% |
| 7D | -1.4% | -6.2% | +4.8% | +2.3% |
| 30D | -4.9% | -8.9% | +3.9% | -0.1% |
| 3M | -34.0% | +6.3% | -40.3% | -37.1% |
| 6M | +51.8% | +16.5% | +35.4% | +35.2% |
| YTD | +99.4% | -20.3% | +119.6% | +120.7% |
| 1Y | +99.1% | -29.8% | +128.9% | +136.6% |
| 3Y | +19.5% | +63.2% | -43.7% | -22.7% |
| 5Y | +19.5% | +68.0% | -48.5% | -27.1% |
| All | +655.9% | +710.9% | -55.0% | +120.2% |
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