+51.2%
XLE vs KKR
-23.6%
+74.7%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +0.8% |
| 7D | +0.3% | -2.2% | +2.5% | +0.3% |
| 30D | +8.5% | +0.3% | +8.3% | +8.5% |
| 3M | +14.6% | +8.8% | +5.8% | +14.8% |
| 6M | +17.6% | +14.9% | +2.7% | +17.4% |
| YTD | +48.1% | -17.9% | +66.0% | +52.7% |
| All | +51.2% | -23.6% | +74.7% | +54.4% |
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