+9.1%
XLF vs KKR
-20.0%
+29.1%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.8% | +1.1% | -0.3% |
| 7D | 0.0% | -0.9% | +0.9% | +0.2% |
| 30D | +0.2% | +2.2% | -2.0% | -0.5% |
| 3M | +11.7% | +13.1% | -1.4% | +8.0% |
| 6M | +13.8% | +15.3% | -1.5% | +9.0% |
| YTD | +7.0% | -15.0% | +22.0% | +10.6% |
| 1Y | +9.1% | -21.0% | +30.1% | +12.7% |
| All | +9.1% | -20.0% | +29.1% | +12.7% |
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 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