+690.3%
XLI vs KKR
+1,583.3%
-893.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | +0.4% |
| 7D | -2.3% | -8.1% | +5.8% | +0.6% |
| 30D | -8.2% | -9.1% | +0.9% | -5.2% |
| 3M | +0.8% | +6.4% | -5.6% | -1.9% |
| 6M | +0.8% | +12.6% | -11.7% | -4.4% |
| YTD | +10.5% | -20.4% | +31.0% | +17.5% |
| 1Y | +14.1% | -27.1% | +41.2% | +24.5% |
| 3Y | +68.6% | +63.8% | +4.8% | +30.6% |
| 5Y | +80.4% | +67.6% | +12.8% | +32.0% |
| 10Y | +254.6% | +702.6% | -448.0% | +40.1% |
| All | +690.3% | +1,583.3% | -893.0% | +120.6% |
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