+4,921.3%
SOXL vs KKR
+710.9%
+4,210.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.2% | +5.0% | +4.9% |
| 7D | +3.9% | -6.2% | +10.0% | +15.0% |
| 30D | -14.3% | -8.9% | -5.5% | -2.1% |
| 3M | -45.6% | +6.3% | -51.9% | -52.5% |
| 6M | +117.2% | +16.5% | +100.7% | +57.2% |
| YTD | +189.8% | -20.3% | +210.1% | +277.1% |
| 1Y | +317.7% | -29.8% | +347.5% | +557.6% |
| 3Y | +478.6% | +63.2% | +415.4% | +153.1% |
| 5Y | +169.5% | +68.0% | +101.5% | +51.4% |
| All | +4,921.3% | +710.9% | +4,210.4% | +422.7% |
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