-100.0%
SOXS vs KKR
+62.5%
-162.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.2% | -5.8% | -5.3% |
| 7D | -4.7% | -6.2% | +1.4% | -12.9% |
| 30D | +7.7% | -8.9% | +16.6% | -5.8% |
| 3M | -10.2% | +6.3% | -16.4% | +1.4% |
| 6M | -99.2% | +16.5% | -115.7% | -98.7% |
| YTD | -99.5% | -20.3% | -79.3% | -99.5% |
| 1Y | -99.8% | -29.8% | -70.0% | -99.8% |
| 3Y | -100.0% | +63.2% | -163.2% | -99.9% |
| All | -100.0% | +62.5% | -162.5% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling