+19.9%
XBI vs KKR
+64.7%
-44.8%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | -4.6% | -6.2% | +1.5% | -2.3% |
| 30D | -2.0% | -8.9% | +6.9% | +1.4% |
| 3M | +17.8% | +6.3% | +11.5% | +14.1% |
| 6M | +23.7% | +16.5% | +7.3% | +15.1% |
| YTD | +28.2% | -20.3% | +48.5% | +37.2% |
| 1Y | +64.0% | -29.8% | +93.8% | +83.8% |
| 3Y | +99.4% | +63.2% | +36.2% | +37.0% |
| All | +19.9% | +64.7% | -44.8% | -22.9% |
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 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