+40.3%
XLC vs KKR
+64.7%
-24.4%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.9% |
| 7D | +0.5% | -6.2% | +6.7% | +2.5% |
| 30D | +2.1% | -8.9% | +11.0% | +5.0% |
| 3M | +0.7% | +6.3% | -5.6% | -1.8% |
| 6M | -3.2% | +16.5% | -19.7% | -8.9% |
| YTD | -3.8% | -20.3% | +16.5% | +2.0% |
| 1Y | -2.0% | -29.8% | +27.8% | +8.1% |
| 3Y | +71.4% | +63.2% | +8.2% | +27.7% |
| All | +40.3% | +64.7% | -24.4% | -2.7% |
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 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