+11,029.0%
STX vs KKR
+1,697.8%
+9,331.2%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.8% | +8.2% | +7.2% |
| 7D | +2.4% | -0.9% | +3.2% | +2.6% |
| 30D | +1.4% | +2.2% | -0.8% | 0.0% |
| 3M | -8.2% | +13.1% | -21.3% | -14.0% |
| 6M | +127.0% | +15.3% | +111.8% | +108.7% |
| YTD | +209.1% | -15.0% | +224.2% | +222.1% |
| 1Y | +365.4% | -21.0% | +386.4% | +396.7% |
| 3Y | +1,135.4% | +76.7% | +1,058.7% | +772.9% |
| 5Y | +991.5% | +74.3% | +917.2% | +646.9% |
| 10Y | +3,695.8% | +753.7% | +2,942.1% | +1,057.7% |
| All | +11,029.0% | +1,697.8% | +9,331.2% | +2,056.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling