+67.6%
KKR vs RIG
+58.5%
+9.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.1% | -4.1% | -3.3% |
| 7D | -8.1% | -4.2% | -3.9% | -7.4% |
| 30D | -9.1% | -0.7% | -8.4% | -9.1% |
| 3M | +6.4% | -4.0% | +10.4% | +6.6% |
| 6M | +12.6% | -6.3% | +18.9% | +12.3% |
| YTD | -20.4% | +39.7% | -60.1% | -27.1% |
| 1Y | -27.1% | +78.1% | -105.1% | -37.1% |
| 3Y | +63.8% | -29.5% | +93.3% | +59.2% |
| 5Y | +67.6% | +65.3% | +2.3% | +34.9% |
| All | +67.6% | +58.5% | +9.1% | +34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 5y: compounded portfolio wealth divided by compounded RIG 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…
5y analysis · Full analysis span regression · 6 months rolling