+257.2%
XOM vs KKR
+64.7%
+192.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | +4.1% | -6.2% | +10.3% | +5.0% |
| 30D | +4.6% | -8.9% | +13.4% | +5.8% |
| 3M | +14.0% | +6.3% | +7.7% | +12.5% |
| 6M | +11.0% | +16.5% | -5.5% | +7.4% |
| YTD | +40.7% | -20.3% | +61.0% | +44.8% |
| 1Y | +52.3% | -29.8% | +82.1% | +60.0% |
| 3Y | +60.5% | +63.2% | -2.7% | +38.0% |
| All | +257.2% | +64.7% | +192.5% | +191.5% |
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 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