+641.1%
XLV vs KKR
+1,586.8%
-945.8%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | -3.6% | -6.2% | +2.6% | -2.1% |
| 30D | -1.8% | -8.9% | +7.0% | +0.2% |
| 3M | +7.8% | +6.3% | +1.5% | +5.8% |
| 6M | +9.1% | +16.5% | -7.4% | +4.5% |
| YTD | +7.7% | -20.3% | +28.0% | +12.1% |
| 1Y | +20.4% | -29.8% | +50.2% | +28.6% |
| 3Y | +30.8% | +63.2% | -32.4% | +8.3% |
| 5Y | +34.6% | +68.0% | -33.3% | +6.5% |
| 10Y | +173.4% | +704.3% | -530.9% | +36.1% |
| All | +641.1% | +1,586.8% | -945.8% | +188.5% |
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