+54.9%
XLE vs KKR
+75.8%
-20.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.9% | +3.0% | +1.4% |
| 7D | 0.0% | -0.6% | +0.6% | +0.1% |
| 30D | +12.6% | +3.0% | +9.6% | +11.9% |
| 3M | +11.8% | +13.6% | -1.8% | +8.9% |
| 6M | +16.1% | +16.2% | -0.1% | +11.9% |
| YTD | +46.9% | -16.6% | +63.5% | +51.8% |
| 1Y | +53.3% | -23.2% | +76.5% | +60.9% |
| 3Y | +54.9% | +71.7% | -16.8% | +43.8% |
| All | +54.9% | +75.8% | -20.9% | +43.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling