+317.7%
SOXL vs KKR
-26.9%
+344.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.2% | +5.0% | +5.1% |
| 7D | +3.9% | -6.2% | +10.0% | +8.8% |
| 30D | -14.3% | -8.9% | -5.5% | -8.7% |
| 3M | -45.6% | +6.3% | -51.9% | -48.6% |
| 6M | +117.2% | +16.5% | +100.7% | +89.2% |
| YTD | +189.8% | -20.3% | +210.1% | +241.1% |
| 1Y | +317.7% | -29.8% | +347.5% | +431.3% |
| All | +317.7% | -26.9% | +344.6% | +431.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling