+810.6%
XBI vs KKR
+1,586.8%
-776.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | -4.6% | -6.2% | +1.5% | -2.1% |
| 30D | -2.0% | -8.9% | +6.9% | +1.7% |
| 3M | +17.8% | +6.3% | +11.5% | +13.8% |
| 6M | +23.7% | +16.5% | +7.3% | +14.4% |
| YTD | +28.2% | -20.3% | +48.5% | +37.5% |
| 1Y | +64.0% | -29.8% | +93.8% | +84.3% |
| 3Y | +99.4% | +63.2% | +36.2% | +44.1% |
| 5Y | +19.3% | +68.0% | -48.6% | -17.7% |
| 10Y | +158.7% | +704.3% | -545.6% | -15.6% |
| All | +810.6% | +1,586.8% | -776.2% | +118.7% |
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