-29.8%
KKR vs RIO
+69.4%
-99.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | +0.1% |
| 7D | -6.2% | -3.2% | -3.0% | -5.5% |
| 30D | -8.9% | +0.9% | -9.8% | -9.1% |
| 3M | +6.3% | -1.4% | +7.7% | +6.5% |
| 6M | +16.5% | +10.9% | +5.5% | +13.2% |
| YTD | -20.3% | +31.2% | -51.5% | -26.6% |
| 1Y | -29.8% | +67.9% | -97.7% | -38.4% |
| All | -29.8% | +69.4% | -99.2% | -38.4% |
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