+1,750.7%
KKR vs RL
+492.6%
+1,258.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.0% | -3.9% | -2.7% |
| 7D | -0.9% | -0.8% | -0.1% | -0.6% |
| 30D | +2.2% | -7.8% | +9.9% | +5.4% |
| 3M | +13.1% | -4.0% | +17.1% | +14.3% |
| 6M | +15.3% | -1.9% | +17.1% | +14.2% |
| YTD | -15.0% | -0.2% | -14.8% | -16.3% |
| 1Y | -21.0% | +10.7% | -31.7% | -25.8% |
| 3Y | +76.7% | +210.8% | -134.1% | +6.8% |
| 5Y | +74.3% | +238.2% | -163.9% | +0.2% |
| 10Y | +753.7% | +313.4% | +440.4% | +311.9% |
| All | +1,750.7% | +492.6% | +1,258.1% | +638.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling