+696.7%
KKR vs XPO
+1,516.3%
-819.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | -6.2% | -5.7% | -0.5% | -4.0% |
| 30D | -8.9% | -12.8% | +4.0% | -4.0% |
| 3M | +6.3% | -20.0% | +26.2% | +15.2% |
| 6M | +16.5% | -6.0% | +22.5% | +17.5% |
| YTD | -20.3% | +34.0% | -54.3% | -30.9% |
| 1Y | -29.8% | +35.6% | -65.3% | -39.9% |
| 3Y | +63.2% | +152.3% | -89.1% | +5.2% |
| 5Y | +68.0% | +264.4% | -196.4% | -11.7% |
| All | +696.7% | +1,516.3% | -819.6% | +140.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling