-21.0%
KKR vs XPO
+53.4%
-74.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +4.5% | -6.3% | -3.0% |
| 7D | -0.9% | +2.4% | -3.3% | -1.5% |
| 30D | +2.2% | -3.5% | +5.7% | +3.0% |
| 3M | +13.1% | -11.9% | +25.0% | +16.3% |
| 6M | +15.3% | -10.0% | +25.2% | +17.1% |
| YTD | -15.0% | +42.1% | -57.1% | -26.6% |
| 1Y | -21.0% | +47.6% | -68.6% | -32.6% |
| All | -21.0% | +53.4% | -74.4% | -32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 1y: compounded portfolio wealth divided by compounded XPO 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…
1y analysis · Full analysis span regression · 6 months rolling