+1,688.1%
KKR vs SPXL
+7,888.2%
-6,200.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.4% | -0.1% | -0.9% |
| 7D | -2.2% | -1.3% | -0.9% | -1.6% |
| 30D | +0.3% | -5.0% | +5.2% | +2.8% |
| 3M | +8.8% | +7.6% | +1.2% | +4.5% |
| 6M | +14.9% | +33.6% | -18.7% | -1.6% |
| YTD | -17.9% | +28.1% | -46.0% | -28.0% |
| 1Y | -23.7% | +43.6% | -67.3% | -37.0% |
| 3Y | +69.1% | +225.8% | -156.8% | -7.8% |
| 5Y | +72.6% | +140.1% | -67.5% | +1.8% |
| 10Y | +728.2% | +1,248.4% | -520.2% | +76.7% |
| All | +1,688.1% | +7,888.2% | -6,200.0% | +39.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling