+600.8%
KKR vs XYZ
+607.2%
-6.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | -6.2% | -4.3% | -1.9% | -4.8% |
| 30D | -8.9% | +1.2% | -10.0% | -9.2% |
| 3M | +6.3% | +14.6% | -8.4% | +1.4% |
| 6M | +16.5% | +22.6% | -6.1% | +8.4% |
| YTD | -20.3% | +21.7% | -42.0% | -26.3% |
| 1Y | -29.8% | +6.7% | -36.5% | -32.7% |
| 3Y | +63.2% | +46.8% | +16.3% | +35.0% |
| 5Y | +68.0% | -68.0% | +136.0% | +96.0% |
| 10Y | +704.3% | +602.8% | +101.5% | +325.2% |
| All | +600.8% | +607.2% | -6.5% | +234.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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