+49.9%
XLE vs KKR
-12.5%
+62.3%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +5.6% | -10.3% | -4.3% |
| 7D | -7.2% | +8.9% | -16.1% | -6.5% |
| 30D | +0.1% | +12.7% | -12.5% | +1.1% |
| 3M | +9.2% | -6.2% | +15.4% | +9.3% |
| 6M | +8.4% | -1.5% | +9.9% | +9.3% |
| YTD | +44.9% | -20.1% | +64.9% | +50.9% |
| 1Y | +49.9% | -13.7% | +63.6% | +54.3% |
| All | +49.9% | -12.5% | +62.3% | +54.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling