+644.9%
KKR vs RBA
+204.3%
+440.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.5% | -1.4% | -2.2% |
| 7D | -1.1% | -0.5% | -0.6% | -0.9% |
| 30D | +11.5% | +6.8% | +4.7% | +8.3% |
| 3M | -12.4% | +9.5% | -21.8% | -16.0% |
| 6M | -1.9% | -8.2% | +6.3% | +0.6% |
| YTD | -23.3% | -7.7% | -15.6% | -22.0% |
| 1Y | -20.4% | -6.9% | -13.5% | -19.3% |
| 3Y | +56.1% | +61.6% | -5.6% | +25.6% |
| 5Y | +28.4% | +44.7% | -16.3% | +4.8% |
| All | +644.9% | +204.3% | +440.6% | +307.5% |
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