+32.9%
XLV vs KKR
-12.5%
+45.4%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +5.6% | -2.5% | +2.6% |
| 7D | +5.5% | +8.9% | -3.4% | +4.7% |
| 30D | +13.3% | +12.7% | +0.7% | +12.1% |
| 3M | +17.4% | -6.2% | +23.6% | +17.6% |
| 6M | +32.1% | -1.5% | +33.7% | +31.9% |
| YTD | +24.0% | -20.1% | +44.1% | +26.0% |
| 1Y | +32.9% | -13.7% | +46.6% | +32.0% |
| All | +32.9% | -12.5% | +45.4% | +32.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling