-23.4%
BITO vs KKR
-12.5%
-10.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +5.6% | -2.7% | +0.8% |
| 7D | -1.9% | +8.9% | -10.9% | -5.2% |
| 30D | -6.7% | +12.7% | -19.4% | -11.2% |
| 3M | +23.1% | -6.2% | +29.2% | +25.6% |
| 6M | -2.0% | -1.5% | -0.5% | -2.1% |
| YTD | -11.4% | -20.1% | +8.7% | -4.5% |
| 1Y | -23.4% | -13.7% | -9.6% | -18.6% |
| All | -23.4% | -12.5% | -10.9% | -18.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling