+644.9%
KKR vs RACE
+717.8%
-72.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.5% | -0.4% | -1.5% |
| 7D | -1.1% | -4.0% | +2.9% | +1.2% |
| 30D | +11.5% | +3.5% | +8.0% | +9.4% |
| 3M | -12.4% | -0.4% | -11.9% | -12.2% |
| 6M | -1.9% | +23.2% | -25.1% | -13.6% |
| YTD | -23.3% | +11.0% | -34.3% | -29.1% |
| 1Y | -20.4% | -2.2% | -18.2% | -20.9% |
| 3Y | +56.1% | +22.5% | +33.5% | +26.3% |
| 5Y | +28.4% | +63.2% | -34.7% | -15.0% |
| All | +644.9% | +717.8% | -72.9% | +150.6% |
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