-13.7%
KKR vs SPXS
-30.2%
+16.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -4.9% | +10.5% | +3.2% |
| 7D | +8.9% | +2.2% | +6.8% | +10.2% |
| 30D | +12.7% | +3.8% | +8.9% | +15.1% |
| 3M | -6.2% | +3.3% | -9.5% | -3.8% |
| 6M | -1.5% | -16.7% | +15.1% | -8.0% |
| YTD | -20.1% | -28.5% | +8.5% | -26.7% |
| 1Y | -13.7% | -30.4% | +16.7% | -20.9% |
| All | -13.7% | -30.2% | +16.5% | -20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 1y: compounded portfolio wealth divided by compounded SPXS 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…
1y analysis · Full analysis span regression · 6 months rolling