+728.2%
KKR vs RACE
+783.2%
-54.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.1% |
| 7D | -2.2% | -2.6% | +0.4% | -0.7% |
| 30D | +0.3% | -1.1% | +1.3% | +0.9% |
| 3M | +8.8% | +12.5% | -3.7% | +1.3% |
| 6M | +14.9% | +17.4% | -2.5% | +3.7% |
| YTD | -17.9% | +10.1% | -28.0% | -23.6% |
| 1Y | -23.7% | -15.1% | -8.5% | -18.8% |
| 3Y | +69.1% | +38.9% | +30.1% | +26.3% |
| 5Y | +72.6% | +90.7% | -18.1% | +5.5% |
| 10Y | +728.2% | +801.8% | -73.6% | +164.0% |
| All | +728.2% | +783.2% | -54.9% | +164.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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