+632.8%
KKR vs RACE
+658.1%
-25.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.8% | +3.6% | +3.2% |
| 7D | +5.1% | +0.2% | +4.8% | +5.0% |
| 30D | +10.9% | +6.6% | +4.3% | +7.2% |
| 3M | -2.9% | +2.2% | -5.1% | -4.0% |
| 6M | -1.2% | +22.4% | -23.6% | -12.3% |
| YTD | -20.4% | +13.8% | -34.2% | -27.1% |
| 1Y | -15.4% | +2.2% | -17.6% | -18.0% |
| 3Y | +61.9% | +25.6% | +36.3% | +31.5% |
| 5Y | +38.3% | +71.0% | -32.7% | -7.4% |
| 10Y | +720.6% | +739.1% | -18.5% | +162.9% |
| All | +632.8% | +658.1% | -25.3% | +125.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling