+682.8%
KKR vs RACE
+647.6%
+35.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.1% | -0.8% |
| 7D | -0.9% | -2.5% | +1.6% | +0.5% |
| 30D | +2.2% | +0.8% | +1.4% | +1.7% |
| 3M | +13.1% | +17.2% | -4.1% | +3.3% |
| 6M | +15.3% | +13.6% | +1.7% | +6.4% |
| YTD | -15.0% | +12.2% | -27.2% | -21.5% |
| 1Y | -21.0% | -16.3% | -4.7% | -15.5% |
| 3Y | +76.7% | +36.4% | +40.3% | +36.3% |
| 5Y | +74.3% | +95.0% | -20.6% | +9.1% |
| 10Y | +753.7% | +813.2% | -59.5% | +164.1% |
| All | +682.8% | +647.6% | +35.2% | +143.2% |
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