+87.0%
KKR vs SOXQ
+286.7%
-199.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | -0.8% |
| 7D | -6.2% | +0.8% | -6.9% | -6.6% |
| 30D | -8.9% | -4.6% | -4.3% | -6.7% |
| 3M | +6.3% | -10.2% | +16.4% | +9.8% |
| 6M | +16.5% | +49.7% | -33.2% | -17.1% |
| YTD | -20.3% | +67.2% | -87.5% | -47.6% |
| 1Y | -29.8% | +98.0% | -127.8% | -59.8% |
| 3Y | +63.2% | +237.2% | -174.0% | -40.2% |
| 5Y | +68.0% | +261.3% | -193.3% | -42.5% |
| All | +87.0% | +286.7% | -199.7% | -37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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