+159.2%
KKR vs RDW
-0.7%
+160.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.5% | +0.5% |
| 7D | -6.2% | +0.9% | -7.0% | -6.4% |
| 30D | -8.9% | -21.3% | +12.4% | -5.9% |
| 3M | +6.3% | -37.9% | +44.1% | +12.0% |
| 6M | +16.5% | +12.3% | +4.2% | +8.5% |
| YTD | -20.3% | +39.7% | -60.0% | -30.2% |
| 1Y | -29.8% | +25.7% | -55.5% | -38.9% |
| 3Y | +63.2% | +230.8% | -167.7% | +5.6% |
| 5Y | +68.0% | -8.8% | +76.7% | +17.6% |
| All | +159.2% | -0.7% | +160.0% | +81.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RDW.
Daily Out/Under-Performance
Portfolio return minus RDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDW 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 RDW 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