+409.1%
XOM vs KKR
+1,637.1%
-1,227.9%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.6% | +3.8% | +2.6% |
| 7D | 0.0% | -2.2% | +2.2% | +0.6% |
| 30D | +3.4% | +0.3% | +3.2% | +3.0% |
| 3M | +11.0% | +8.8% | +2.2% | +7.8% |
| 6M | +10.6% | +14.9% | -4.3% | +5.0% |
| YTD | +39.2% | -17.9% | +57.1% | +43.8% |
| 1Y | +52.7% | -23.7% | +76.4% | +60.2% |
| 3Y | +56.8% | +69.1% | -12.3% | +23.0% |
| 5Y | +261.8% | +72.6% | +189.2% | +169.1% |
| 10Y | +191.3% | +728.2% | -536.9% | +29.1% |
| All | +409.1% | +1,637.1% | -1,227.9% | +68.4% |
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