-13.7%
KKR vs LYB
+47.4%
-61.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -4.7% | +10.3% | +5.4% |
| 7D | +8.9% | -6.2% | +15.1% | +8.7% |
| 30D | +12.7% | +6.3% | +6.3% | +12.5% |
| 3M | -6.2% | +4.1% | -10.3% | -6.4% |
| 6M | -1.5% | -15.5% | +13.9% | -0.3% |
| YTD | -20.1% | +50.2% | -70.3% | -29.9% |
| 1Y | -13.7% | +50.6% | -64.3% | -24.8% |
| All | -13.7% | +47.4% | -61.1% | -24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LYB.
Daily Out/Under-Performance
Portfolio return minus LYB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYB 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 LYB 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