+247.9%
SOXX vs KKR
+64.7%
+183.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.7% |
| 7D | +1.4% | -6.2% | +7.6% | +4.9% |
| 30D | -3.6% | -8.9% | +5.3% | +1.0% |
| 3M | -10.2% | +6.3% | -16.4% | -14.0% |
| 6M | +54.2% | +16.5% | +37.8% | +38.6% |
| YTD | +75.2% | -20.3% | +95.5% | +93.3% |
| 1Y | +107.5% | -29.8% | +137.3% | +144.8% |
| 3Y | +226.8% | +63.2% | +163.6% | +115.4% |
| All | +247.9% | +64.7% | +183.2% | +115.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling