+1,636.4%
KKR vs LYB
+881.3%
+755.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.2% | +0.6% |
| 7D | -6.2% | +0.3% | -6.4% | -6.3% |
| 30D | -8.9% | +2.5% | -11.3% | -10.1% |
| 3M | +6.3% | +1.4% | +4.9% | +4.4% |
| 6M | +16.5% | -3.5% | +19.9% | +13.7% |
| YTD | -20.3% | +52.0% | -72.2% | -38.0% |
| 1Y | -29.8% | +22.1% | -51.8% | -40.0% |
| 3Y | +63.2% | -22.8% | +85.9% | +70.7% |
| 5Y | +68.0% | -3.4% | +71.3% | +57.6% |
| 10Y | +704.3% | +47.4% | +656.9% | +448.4% |
| All | +1,636.4% | +881.3% | +755.1% | +277.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling