-13.7%
KKR vs RGEN
+19.5%
-33.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | 0.0% | +5.6% | +5.6% |
| 7D | +8.9% | -3.5% | +12.4% | +9.8% |
| 30D | +12.7% | -6.0% | +18.6% | +14.0% |
| 3M | -6.2% | +19.0% | -25.1% | -11.4% |
| 6M | -1.5% | +50.7% | -52.3% | -14.5% |
| YTD | -20.1% | +8.8% | -28.8% | -21.3% |
| 1Y | -13.7% | +21.3% | -35.0% | -18.8% |
| All | -13.7% | +19.5% | -33.3% | -18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 1y: compounded portfolio wealth divided by compounded RGEN 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…
1y analysis · Full analysis span regression · 6 months rolling