+1,750.7%
KKR vs RGEN
+4,888.1%
-3,137.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.7% | -1.6% |
| 7D | -0.9% | -4.9% | +4.0% | +0.2% |
| 30D | +2.2% | +5.7% | -3.5% | +0.9% |
| 3M | +13.1% | +32.4% | -19.4% | +5.9% |
| 6M | +15.3% | +33.2% | -17.9% | +7.4% |
| YTD | -15.0% | +2.3% | -17.3% | -16.4% |
| 1Y | -21.0% | +39.0% | -60.0% | -27.5% |
| 3Y | +76.7% | -4.6% | +81.3% | +69.9% |
| 5Y | +74.3% | -42.7% | +117.0% | +76.7% |
| 10Y | +753.7% | +433.6% | +320.1% | +530.9% |
| All | +1,750.7% | +4,888.1% | -3,137.4% | +970.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling