+12.5%
OXY vs KKR
+17.0%
-4.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.6% | +2.6% | +0.6% |
| 7D | +0.6% | -2.2% | +2.8% | 0.0% |
| 30D | +4.5% | +0.3% | +4.3% | +4.9% |
| 3M | +8.9% | +8.8% | +0.1% | +12.6% |
| 6M | +12.5% | +14.9% | -2.4% | +19.6% |
| All | +12.5% | +17.0% | -4.5% | +19.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling