+63.2%
KKR vs XLRE
+31.2%
+32.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.6% |
| 7D | -6.2% | -1.2% | -5.0% | -5.1% |
| 30D | -8.9% | -2.4% | -6.4% | -6.7% |
| 3M | +6.3% | -2.5% | +8.8% | +8.4% |
| 6M | +16.5% | +4.0% | +12.5% | +11.4% |
| YTD | -20.3% | +9.3% | -29.5% | -27.3% |
| 1Y | -29.8% | +5.6% | -35.4% | -33.8% |
| 3Y | +63.2% | +31.3% | +31.9% | +26.7% |
| All | +63.2% | +31.2% | +32.0% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 3y: compounded portfolio wealth divided by compounded XLRE 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…
3y analysis · Full analysis span regression · 6 months rolling