+66.5%
KKR vs SPXS
-86.0%
+152.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.6% | -1.2% |
| 7D | -6.2% | +2.5% | -8.7% | -4.8% |
| 30D | -8.9% | +4.2% | -13.1% | -6.3% |
| 3M | +6.3% | -9.3% | +15.6% | +2.0% |
| 6M | +16.5% | -30.7% | +47.2% | -2.4% |
| YTD | -20.3% | -28.1% | +7.8% | -30.6% |
| 1Y | -29.8% | -35.1% | +5.3% | -41.6% |
| 3Y | +63.2% | -79.6% | +142.8% | -11.7% |
| All | +66.5% | -86.0% | +152.4% | -0.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling