+696.7%
KKR vs XHB
+215.4%
+481.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -1.1% |
| 7D | -6.2% | -4.6% | -1.5% | -2.4% |
| 30D | -8.9% | -9.1% | +0.3% | -1.4% |
| 3M | +6.3% | -8.6% | +14.8% | +13.8% |
| 6M | +16.5% | -4.0% | +20.5% | +18.4% |
| YTD | -20.3% | -3.9% | -16.3% | -19.6% |
| 1Y | -29.8% | -16.5% | -13.3% | -20.3% |
| 3Y | +63.2% | +22.6% | +40.6% | +29.3% |
| 5Y | +68.0% | +33.9% | +34.0% | +23.0% |
| All | +696.7% | +215.4% | +481.3% | +173.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 10y: compounded portfolio wealth divided by compounded XHB 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…
10y analysis · Full analysis span regression · 6 months rolling