+423.5%
XLP vs KKR
+1,536.9%
-1,113.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.6% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | +8.9% | +7.9% | +1.1% | +7.7% |
| 3M | +7.5% | -4.4% | +11.9% | +8.0% |
| 6M | +9.4% | -4.0% | +13.4% | +9.6% |
| YTD | +19.3% | -22.6% | +41.9% | +22.8% |
| 1Y | +21.7% | -18.6% | +40.3% | +24.2% |
| 3Y | +44.0% | +60.6% | -16.7% | +26.4% |
| 5Y | +42.8% | +28.4% | +14.3% | +27.2% |
| 10Y | +128.8% | +735.7% | -606.9% | +40.8% |
| All | +423.5% | +1,536.9% | -1,113.5% | +174.0% |
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