+71.7%
KKR vs RACE
+39.3%
+32.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.5% |
| 7D | -0.6% | -1.0% | +0.4% | -0.2% |
| 30D | +3.0% | -1.5% | +4.6% | +3.6% |
| 3M | +13.6% | +15.5% | -1.8% | +7.8% |
| 6M | +16.2% | +17.3% | -1.1% | +9.3% |
| YTD | -16.6% | +11.1% | -27.7% | -20.4% |
| 1Y | -23.2% | -14.3% | -8.9% | -20.0% |
| 3Y | +71.7% | +40.2% | +31.6% | +35.3% |
| All | +71.7% | +39.3% | +32.5% | +35.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling