+1,632.8%
KKR vs SPXS
-100.0%
+1,732.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.9% | -5.0% | -2.2% |
| 7D | -8.1% | +6.4% | -14.5% | -5.2% |
| 30D | -9.1% | +6.0% | -15.1% | -6.2% |
| 3M | +6.4% | -11.6% | +18.0% | +1.5% |
| 6M | +12.6% | -28.7% | +41.3% | -1.7% |
| YTD | -20.4% | -26.3% | +5.9% | -28.4% |
| 1Y | -27.1% | -34.9% | +7.9% | -37.4% |
| 3Y | +63.8% | -79.5% | +143.3% | -1.4% |
| 5Y | +67.6% | -85.9% | +153.5% | +9.4% |
| 10Y | +702.6% | -99.5% | +802.2% | +82.9% |
| All | +1,632.8% | -100.0% | +1,732.8% | +28.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling