+1,688.1%
KKR vs XEL
+504.6%
+1,183.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.2% |
| 7D | -2.2% | +0.9% | -3.1% | -2.6% |
| 30D | +0.3% | -0.9% | +1.1% | +0.6% |
| 3M | +8.8% | -1.4% | +10.2% | +9.2% |
| 6M | +14.9% | -5.8% | +20.7% | +17.0% |
| YTD | -17.9% | +4.7% | -22.6% | -20.3% |
| 1Y | -23.7% | +9.1% | -32.7% | -27.7% |
| 3Y | +69.1% | +47.8% | +21.2% | +36.6% |
| 5Y | +72.6% | +29.0% | +43.5% | +47.4% |
| 10Y | +728.2% | +154.0% | +574.2% | +405.0% |
| All | +1,688.1% | +504.6% | +1,183.5% | +326.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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