+31.2%
KKR vs XRT
-4.8%
+36.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.5% |
| 7D | +1.6% | +1.7% | -0.1% | +0.1% |
| 30D | +14.5% | +7.5% | +7.0% | +7.5% |
| 3M | -15.0% | +2.2% | -17.1% | -16.6% |
| 6M | +1.0% | +14.7% | -13.6% | -11.1% |
| YTD | -22.6% | +7.5% | -30.1% | -27.8% |
| 1Y | -18.2% | +14.1% | -32.3% | -27.5% |
| 3Y | +56.4% | +58.8% | -2.4% | +3.2% |
| All | +31.2% | -4.8% | +36.0% | +31.5% |
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