+28.4%
KKR vs RACE
+67.1%
-38.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.0% | +1.3% |
| 7D | +0.1% | +3.9% | -3.8% | -2.1% |
| 30D | +7.9% | +7.4% | +0.4% | +3.6% |
| 3M | -4.4% | +1.6% | -6.0% | -5.3% |
| 6M | -4.0% | +23.3% | -27.3% | -15.6% |
| YTD | -22.6% | +14.7% | -37.3% | -29.7% |
| 1Y | -18.6% | +2.5% | -21.1% | -21.0% |
| 3Y | +60.6% | +28.0% | +32.7% | +17.8% |
| 5Y | +28.4% | +69.8% | -41.4% | -30.6% |
| All | +28.4% | +67.1% | -38.6% | -30.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling