+1,376.8%
STX vs KKR
+67.4%
+1,309.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.6% | -0.5% | -1.5% |
| 7D | +9.6% | -2.2% | +11.8% | +10.2% |
| 30D | +10.6% | +0.3% | +10.4% | +10.1% |
| 3M | +4.8% | +8.8% | -4.0% | +0.7% |
| 6M | +137.3% | +14.9% | +122.3% | +121.4% |
| YTD | +222.5% | -17.9% | +240.4% | +241.4% |
| 1Y | +366.2% | -23.7% | +389.9% | +407.2% |
| All | +1,376.8% | +67.4% | +1,309.5% | +1,029.1% |
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