+3,343.4%
STX vs KKR
+710.9%
+2,632.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.2% | -3.9% | -3.8% |
| 7D | -2.3% | -6.2% | +3.9% | +0.4% |
| 30D | -5.5% | -8.9% | +3.4% | -2.1% |
| 3M | -4.3% | +6.3% | -10.6% | -7.9% |
| 6M | +115.6% | +16.5% | +99.2% | +97.6% |
| YTD | +202.2% | -20.3% | +222.5% | +223.6% |
| 1Y | +325.3% | -29.8% | +355.1% | +378.9% |
| 3Y | +1,283.9% | +63.2% | +1,220.7% | +911.8% |
| 5Y | +1,048.3% | +68.0% | +980.4% | +695.7% |
| All | +3,343.4% | +710.9% | +2,632.5% | +1,099.6% |
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