-18.2%
KKR vs RL
+15.3%
-33.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.0% | +1.3% |
| 7D | +1.6% | +2.6% | -1.0% | +0.7% |
| 30D | +14.5% | +2.9% | +11.6% | +13.5% |
| 3M | -15.0% | 0.0% | -15.0% | -14.9% |
| 6M | +1.0% | +17.1% | -16.1% | -5.4% |
| YTD | -22.6% | +10.1% | -32.8% | -25.4% |
| 1Y | -18.2% | +17.3% | -35.5% | -22.9% |
| All | -18.2% | +15.3% | -33.5% | -22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RL.
Daily Out/Under-Performance
Portfolio return minus RL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RL 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 RL 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