-7.2%
SYK vs KKR
+62.2%
-69.4%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.1% | +1.1% | -1.4% |
| 7D | -12.3% | -8.1% | -4.2% | -10.9% |
| 30D | -22.4% | -9.1% | -13.3% | -21.1% |
| 3M | -12.3% | +6.4% | -18.7% | -13.4% |
| 6M | -24.3% | +12.6% | -36.9% | -26.2% |
| YTD | -22.8% | -20.4% | -2.3% | -19.8% |
| 1Y | -28.8% | -27.1% | -1.7% | -25.0% |
| All | -7.2% | +62.2% | -69.4% | -16.0% |
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