+156.8%
BITO vs KKR
+62.5%
+94.3%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -3.4% | -6.2% | +2.7% | -1.0% |
| 30D | +21.4% | -8.9% | +30.3% | +25.7% |
| 3M | +20.5% | +6.3% | +14.2% | +16.7% |
| 6M | +7.4% | +16.5% | -9.1% | -0.5% |
| YTD | -13.9% | -20.3% | +6.4% | -7.0% |
| 1Y | -35.1% | -29.8% | -5.3% | -26.7% |
| 3Y | +156.8% | +63.2% | +93.6% | +146.8% |
| All | +156.8% | +62.5% | +94.3% | +146.8% |
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 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