+651.4%
KKR vs RBA
+207.2%
+444.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | -0.1% | +0.5% |
| 7D | +1.6% | +1.7% | -0.1% | +0.9% |
| 30D | +14.5% | +8.3% | +6.2% | +10.5% |
| 3M | -15.0% | +10.5% | -25.5% | -18.9% |
| 6M | +1.0% | -5.9% | +6.9% | +2.5% |
| YTD | -22.6% | -6.9% | -15.8% | -21.6% |
| 1Y | -18.2% | -4.9% | -13.4% | -17.9% |
| 3Y | +56.4% | +64.5% | -8.1% | +25.0% |
| 5Y | +29.6% | +46.1% | -16.5% | +5.3% |
| All | +651.4% | +207.2% | +444.3% | +309.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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