+1,716.3%
KKR vs XHB
+676.6%
+1,039.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.6% | +0.1% |
| 7D | -0.6% | +0.2% | -0.8% | -0.8% |
| 30D | +3.0% | -9.1% | +12.1% | +11.2% |
| 3M | +13.6% | -2.3% | +16.0% | +15.0% |
| 6M | +16.2% | -4.1% | +20.3% | +18.3% |
| YTD | -16.6% | -1.7% | -14.9% | -17.3% |
| 1Y | -23.2% | -15.1% | -8.1% | -14.3% |
| 3Y | +71.7% | +26.8% | +44.9% | +34.9% |
| 5Y | +74.8% | +37.3% | +37.5% | +29.2% |
| 10Y | +711.6% | +205.7% | +505.9% | +205.6% |
| All | +1,716.3% | +676.6% | +1,039.7% | +218.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling