+1,716.3%
KKR vs XME
+205.5%
+1,510.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.1% | -3.0% | -2.5% |
| 7D | -0.6% | +3.6% | -4.2% | -2.6% |
| 30D | +3.0% | +3.6% | -0.6% | +0.8% |
| 3M | +13.6% | +1.2% | +12.4% | +11.8% |
| 6M | +16.2% | +9.0% | +7.2% | +8.5% |
| YTD | -16.6% | +15.9% | -32.5% | -25.5% |
| 1Y | -23.2% | +43.2% | -66.4% | -39.7% |
| 3Y | +71.7% | +137.4% | -65.7% | +1.7% |
| 5Y | +74.8% | +185.0% | -110.2% | -7.5% |
| 10Y | +711.6% | +409.5% | +302.1% | +183.1% |
| All | +1,716.3% | +205.5% | +1,510.8% | +753.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling