+1,584.4%
KKR vs RBA
+615.3%
+969.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +10.7% |
| 3M | -15.0% | +10.5% | -25.5% | -18.7% |
| 6M | +1.0% | -5.9% | +6.9% | +2.4% |
| YTD | -22.6% | -6.9% | -15.8% | -21.6% |
| 1Y | -18.2% | -4.9% | -13.4% | -17.8% |
| 3Y | +56.4% | +64.5% | -8.1% | +25.7% |
| 5Y | +29.6% | +46.1% | -16.5% | +5.9% |
| 10Y | +671.3% | +208.2% | +463.1% | +336.6% |
| All | +1,584.4% | +615.3% | +969.0% | +525.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling