+215.2%
XLY vs KKR
+710.9%
-495.7%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | -1.7% | -6.2% | +4.5% | +0.9% |
| 30D | -4.2% | -8.9% | +4.7% | -0.6% |
| 3M | -2.7% | +6.3% | -8.9% | -5.7% |
| 6M | -0.6% | +16.5% | -17.1% | -7.8% |
| YTD | -5.0% | -20.3% | +15.2% | +2.1% |
| 1Y | -4.1% | -29.8% | +25.7% | +8.0% |
| 3Y | +33.6% | +63.2% | -29.6% | -1.1% |
| 5Y | +28.7% | +68.0% | -39.2% | -9.7% |
| All | +215.2% | +710.9% | -495.7% | +21.5% |
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 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