+66.5%
KKR vs SPXL
+141.8%
-75.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.4% | -2.2% | -1.2% |
| 7D | -6.2% | -2.5% | -3.6% | -4.8% |
| 30D | -8.9% | -4.2% | -4.6% | -6.5% |
| 3M | +6.3% | +8.1% | -1.8% | +1.2% |
| 6M | +16.5% | +35.6% | -19.1% | -3.8% |
| YTD | -20.3% | +28.8% | -49.1% | -32.0% |
| 1Y | -29.8% | +39.8% | -69.6% | -43.3% |
| 3Y | +63.2% | +221.4% | -158.2% | -20.4% |
| All | +66.5% | +141.8% | -75.4% | -11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXL.
Daily Out/Under-Performance
Portfolio return minus SPXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXL 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 SPXL 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