+696.7%
KKR vs RGEN
+415.7%
+281.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | -6.2% | -1.4% | -4.7% | -5.8% |
| 30D | -8.9% | -0.3% | -8.5% | -8.9% |
| 3M | +6.3% | +23.9% | -17.6% | -1.2% |
| 6M | +16.5% | +38.5% | -22.1% | +4.0% |
| YTD | -20.3% | +0.8% | -21.1% | -21.8% |
| 1Y | -29.8% | +38.2% | -68.0% | -38.0% |
| 3Y | +63.2% | +1.3% | +61.9% | +50.8% |
| 5Y | +68.0% | -44.0% | +112.0% | +72.0% |
| All | +696.7% | +415.7% | +281.0% | +368.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling