-21.0%
KKR vs RIO
+73.7%
-94.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.4% | -2.3% | -1.9% |
| 7D | -0.9% | 0.0% | -0.8% | -0.9% |
| 30D | +2.2% | +4.0% | -1.8% | +1.3% |
| 3M | +13.1% | +0.1% | +12.9% | +13.0% |
| 6M | +15.3% | +12.7% | +2.5% | +11.7% |
| YTD | -15.0% | +35.6% | -50.6% | -21.8% |
| 1Y | -21.0% | +73.7% | -94.7% | -29.9% |
| All | -21.0% | +73.7% | -94.7% | -29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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