+6.4%
OXY vs KKR
+710.9%
-704.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | +2.8% | -6.2% | +9.0% | +5.8% |
| 30D | +5.5% | -8.9% | +14.3% | +9.5% |
| 3M | +11.3% | +6.3% | +5.0% | +6.5% |
| 6M | +11.6% | +16.5% | -4.9% | +0.6% |
| YTD | +51.6% | -20.3% | +71.8% | +61.7% |
| 1Y | +36.2% | -29.8% | +66.0% | +53.8% |
| 3Y | +1.7% | +63.2% | -61.5% | -35.0% |
| 5Y | +164.5% | +68.0% | +96.5% | +52.0% |
| All | +6.4% | +710.9% | -704.5% | -70.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 10y: compounded portfolio wealth divided by compounded KKR 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…
10y analysis · Full analysis span regression · 6 months rolling