+72.6%
KKR vs XRT
-2.4%
+74.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +6.7% |
| 3M | +8.8% | -0.4% | +9.2% | +8.7% |
| 6M | +14.9% | +2.2% | +12.7% | +12.0% |
| YTD | -17.9% | -0.7% | -17.2% | -17.7% |
| 1Y | -23.7% | -2.0% | -21.7% | -22.6% |
| 3Y | +69.1% | +41.0% | +28.0% | +24.5% |
| 5Y | +72.6% | -3.3% | +75.9% | +70.1% |
| All | +72.6% | -2.4% | +74.9% | +70.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling