+319.6%
XLE vs KKR
+1,536.3%
-1,216.6%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.7% |
| 7D | +5.4% | +1.6% | +3.8% | +4.7% |
| 30D | -3.9% | +14.5% | -18.5% | -9.0% |
| 3M | +7.0% | -15.0% | +22.0% | +12.4% |
| 6M | +14.2% | +1.0% | +13.2% | +11.5% |
| YTD | +48.2% | -22.6% | +70.8% | +57.2% |
| 1Y | +47.7% | -18.2% | +65.9% | +52.9% |
| 3Y | +70.0% | +56.4% | +13.6% | +27.1% |
| 5Y | +169.1% | +29.6% | +139.6% | +106.7% |
| 10Y | +180.7% | +671.3% | -490.6% | -3.9% |
| All | +319.6% | +1,536.3% | -1,216.6% | -0.1% |
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