+2,004.9%
XLK vs KKR
+1,586.8%
+418.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.2% |
| 7D | +0.2% | -6.2% | +6.4% | +2.7% |
| 30D | -0.6% | -8.9% | +8.2% | +2.8% |
| 3M | +2.6% | +6.3% | -3.7% | -0.4% |
| 6M | +34.0% | +16.5% | +17.5% | +24.8% |
| YTD | +30.7% | -20.3% | +50.9% | +39.9% |
| 1Y | +39.2% | -29.8% | +69.0% | +55.6% |
| 3Y | +120.4% | +63.2% | +57.2% | +70.9% |
| 5Y | +148.8% | +68.0% | +80.8% | +85.1% |
| 10Y | +803.3% | +704.3% | +99.0% | +285.7% |
| All | +2,004.9% | +1,586.8% | +418.0% | +568.6% |
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