+1,688.1%
KKR vs RIG
-86.4%
+1,774.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.4% |
| 7D | -2.2% | -8.2% | +6.0% | -0.7% |
| 30D | +0.3% | -0.2% | +0.4% | +0.2% |
| 3M | +8.8% | -2.7% | +11.5% | +8.8% |
| 6M | +14.9% | -7.5% | +22.4% | +15.0% |
| YTD | -17.9% | +38.3% | -56.1% | -24.1% |
| 1Y | -23.7% | +81.8% | -105.5% | -33.5% |
| 3Y | +69.1% | -30.2% | +99.3% | +68.5% |
| 5Y | +72.6% | +59.9% | +12.6% | +38.5% |
| 10Y | +728.2% | -41.9% | +770.2% | +499.0% |
| All | +1,688.1% | -86.4% | +1,774.5% | +1,922.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling