+148.7%
XLK vs KKR
+64.7%
+84.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.2% |
| 7D | +0.2% | -6.2% | +6.4% | +2.8% |
| 30D | -0.6% | -8.9% | +8.2% | +3.0% |
| 3M | +2.6% | +6.3% | -3.7% | -0.7% |
| 6M | +34.0% | +16.5% | +17.5% | +23.9% |
| YTD | +30.7% | -20.3% | +50.9% | +41.0% |
| 1Y | +39.2% | -29.8% | +69.0% | +57.8% |
| 3Y | +120.4% | +63.2% | +57.2% | +60.1% |
| All | +148.7% | +64.7% | +84.0% | +68.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling