+1,716.3%
KKR vs XOP
+54.5%
+1,661.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.7% | -3.5% | -2.6% |
| 7D | -0.6% | +0.6% | -1.3% | -0.9% |
| 30D | +3.0% | +16.5% | -13.5% | -3.6% |
| 3M | +13.6% | +15.7% | -2.1% | +5.9% |
| 6M | +16.2% | +19.2% | -3.0% | +5.6% |
| YTD | -16.6% | +55.0% | -71.5% | -32.7% |
| 1Y | -23.2% | +54.2% | -77.4% | -38.2% |
| 3Y | +71.7% | +35.9% | +35.9% | +45.6% |
| 5Y | +74.8% | +162.4% | -87.6% | +9.3% |
| 10Y | +711.6% | +50.2% | +661.4% | +446.9% |
| All | +1,716.3% | +54.5% | +1,661.8% | +943.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 XOP 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