+3,843.5%
SOXX vs KKR
+1,586.8%
+2,256.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.8% |
| 7D | +1.4% | -6.2% | +7.6% | +4.6% |
| 30D | -3.6% | -8.9% | +5.3% | +0.6% |
| 3M | -10.2% | +6.3% | -16.4% | -13.5% |
| 6M | +54.2% | +16.5% | +37.8% | +40.6% |
| YTD | +75.2% | -20.3% | +95.5% | +90.7% |
| 1Y | +107.5% | -29.8% | +137.3% | +138.9% |
| 3Y | +226.8% | +63.2% | +163.6% | +140.0% |
| 5Y | +251.2% | +68.0% | +183.3% | +148.9% |
| 10Y | +1,567.6% | +704.3% | +863.4% | +485.9% |
| All | +3,843.5% | +1,586.8% | +2,256.7% | +846.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling