+35.5%
XLV vs KKR
+64.7%
-29.3%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | -3.6% | -6.2% | +2.6% | -2.6% |
| 30D | -1.8% | -8.9% | +7.0% | -0.4% |
| 3M | +7.8% | +6.3% | +1.5% | +6.5% |
| 6M | +9.1% | +16.5% | -7.4% | +5.9% |
| YTD | +7.7% | -20.3% | +28.0% | +11.0% |
| 1Y | +20.4% | -29.8% | +50.2% | +26.5% |
| 3Y | +30.8% | +63.2% | -32.4% | +12.7% |
| All | +35.5% | +64.7% | -29.3% | +9.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling