+106.2%
XLP vs KKR
+703.2%
-597.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.4% | -0.9% |
| 7D | -2.9% | -2.2% | -0.7% | -2.6% |
| 30D | -2.2% | +0.3% | -2.5% | -2.4% |
| 3M | -0.6% | +8.8% | -9.4% | -2.0% |
| 6M | -2.2% | +14.9% | -17.1% | -4.7% |
| YTD | +8.3% | -17.9% | +26.1% | +10.6% |
| 1Y | +5.7% | -23.7% | +29.4% | +9.0% |
| 3Y | +25.7% | +69.1% | -43.4% | +8.2% |
| 5Y | +31.3% | +72.6% | -41.3% | +9.0% |
| 10Y | +106.2% | +728.2% | -622.1% | +28.1% |
| All | +106.2% | +703.2% | -597.0% | +28.1% |
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