+476.2%
STX vs KKR
+29.5%
+446.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.9% | -4.0% | -3.4% |
| 7D | +14.6% | +1.6% | +13.0% | +13.8% |
| 30D | -26.0% | +14.5% | -40.5% | -30.3% |
| 3M | -42.6% | -15.0% | -27.7% | -39.2% |
| 6M | -35.3% | +1.0% | -36.3% | -36.8% |
| YTD | +92.5% | -22.6% | +115.1% | +108.4% |
| 1Y | +102.4% | -18.2% | +120.6% | +113.2% |
| 3Y | +673.8% | +56.4% | +617.4% | +451.9% |
| All | +476.2% | +29.5% | +446.7% | +323.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling