+136.2%
XLP vs KKR
+664.1%
-527.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.8% | +2.4% | 0.0% |
| 7D | -0.2% | -1.1% | +0.9% | -0.1% |
| 30D | +8.2% | +11.5% | -3.4% | +6.4% |
| 3M | +7.7% | -12.4% | +20.1% | +9.7% |
| 6M | +9.3% | -1.9% | +11.2% | +9.1% |
| YTD | +19.5% | -23.3% | +42.8% | +23.2% |
| 1Y | +21.0% | -20.4% | +41.5% | +23.9% |
| 3Y | +43.2% | +56.1% | -12.8% | +24.8% |
| 5Y | +42.7% | +28.4% | +14.3% | +26.0% |
| All | +136.2% | +664.1% | -527.9% | +47.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling