+1,750.7%
KKR vs XRT
+481.1%
+1,269.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.8% | -2.6% |
| 7D | -0.9% | +0.8% | -1.7% | -1.5% |
| 30D | +2.2% | -4.2% | +6.4% | +5.6% |
| 3M | +13.1% | +5.1% | +8.0% | +8.3% |
| 6M | +15.3% | +2.4% | +12.8% | +12.6% |
| YTD | -15.0% | +3.2% | -18.2% | -17.3% |
| 1Y | -21.0% | +1.5% | -22.5% | -22.1% |
| 3Y | +76.7% | +40.6% | +36.1% | +35.0% |
| 5Y | +74.3% | -1.0% | +75.3% | +72.6% |
| 10Y | +753.7% | +128.4% | +625.3% | +268.5% |
| All | +1,750.7% | +481.1% | +1,269.6% | +257.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling