+1,077.4%
STX vs KKR
+72.2%
+1,005.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.6% | -0.5% | -1.4% |
| 7D | +9.6% | -2.2% | +11.8% | +10.4% |
| 30D | +10.6% | +0.3% | +10.4% | +10.0% |
| 3M | +4.8% | +8.8% | -4.0% | -0.1% |
| 6M | +137.3% | +14.9% | +122.3% | +118.8% |
| YTD | +222.5% | -17.9% | +240.4% | +242.1% |
| 1Y | +366.2% | -23.7% | +389.9% | +407.8% |
| 3Y | +1,352.9% | +69.1% | +1,283.8% | +916.2% |
| 5Y | +1,077.4% | +72.6% | +1,004.9% | +681.2% |
| All | +1,077.4% | +72.2% | +1,005.3% | +681.2% |
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