+52.3%
XOM vs KKR
-26.9%
+79.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | +4.1% | -6.2% | +10.3% | +3.5% |
| 30D | +4.6% | -8.9% | +13.4% | +3.8% |
| 3M | +14.0% | +6.3% | +7.7% | +14.5% |
| 6M | +11.0% | +16.5% | -5.5% | +11.2% |
| YTD | +40.7% | -20.3% | +61.0% | +45.1% |
| 1Y | +52.3% | -29.8% | +82.1% | +57.3% |
| All | +52.3% | -26.9% | +79.2% | +57.3% |
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