+696.7%
KKR vs XME
+421.4%
+275.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.7% |
| 7D | -6.2% | -4.2% | -2.0% | -4.0% |
| 30D | -8.9% | -2.7% | -6.1% | -7.7% |
| 3M | +6.3% | -3.9% | +10.2% | +7.8% |
| 6M | +16.5% | -1.0% | +17.4% | +14.6% |
| YTD | -20.3% | +9.8% | -30.1% | -26.9% |
| 1Y | -29.8% | +32.5% | -62.3% | -43.0% |
| 3Y | +63.2% | +124.3% | -61.2% | -2.7% |
| 5Y | +68.0% | +165.8% | -97.8% | -9.7% |
| All | +696.7% | +421.4% | +275.4% | +181.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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