+17.2%
XLI vs KKR
-20.0%
+37.1%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.8% | +2.3% | +0.7% |
| 7D | -1.1% | -0.9% | -0.2% | -0.9% |
| 30D | -5.9% | +2.2% | -8.1% | -6.4% |
| 3M | -0.3% | +13.1% | -13.3% | -2.6% |
| 6M | +0.1% | +15.3% | -15.1% | -2.9% |
| YTD | +13.6% | -15.0% | +28.6% | +16.5% |
| 1Y | +17.2% | -21.0% | +38.2% | +20.5% |
| All | +17.2% | -20.0% | +37.1% | +20.5% |
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