+68.0%
KKR vs XRT
+40.3%
+27.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | +0.1% | -0.1% |
| 7D | -2.2% | -2.4% | +0.2% | -0.1% |
| 30D | +0.3% | -6.9% | +7.2% | +6.9% |
| 3M | +8.8% | -0.4% | +9.2% | +8.7% |
| 6M | +14.9% | +2.2% | +12.7% | +11.7% |
| YTD | -17.9% | -0.7% | -17.2% | -17.7% |
| 1Y | -23.7% | -2.0% | -21.7% | -22.5% |
| All | +68.0% | +40.3% | +27.7% | +26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 3y: compounded portfolio wealth divided by compounded XRT 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…
3y analysis · Full analysis span regression · 6 months rolling