+62.8%
KKR vs XYL
+15.2%
+47.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.1% | -2.4% |
| 7D | -8.1% | -1.2% | -6.9% | -7.3% |
| 30D | -9.1% | -13.2% | +4.1% | +0.4% |
| 3M | +6.4% | -0.2% | +6.5% | +6.1% |
| 6M | +12.6% | -12.5% | +25.1% | +22.4% |
| YTD | -20.4% | -20.9% | +0.5% | -7.1% |
| 1Y | -27.1% | -21.6% | -5.5% | -14.4% |
| All | +62.8% | +15.2% | +47.6% | +40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XYL.
Daily Out/Under-Performance
Portfolio return minus XYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYL 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 XYL 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