+66.5%
KKR vs QXO
-70.1%
+136.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | -6.2% | -7.8% | +1.6% | -6.0% |
| 30D | -8.9% | -18.1% | +9.2% | -8.4% |
| 3M | +6.3% | -25.8% | +32.0% | +6.9% |
| 6M | +16.5% | -41.7% | +58.2% | +17.6% |
| YTD | -20.3% | -36.2% | +15.9% | -19.6% |
| 1Y | -29.8% | -42.1% | +12.3% | -29.1% |
| 3Y | +63.2% | -46.2% | +109.3% | +53.1% |
| All | +66.5% | -70.1% | +136.6% | +61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QXO.
Daily Out/Under-Performance
Portfolio return minus QXO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QXO 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 5y: compounded portfolio wealth divided by compounded QXO 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…
5y analysis · Full analysis span regression · 6 months rolling