+1,584.4%
KKR vs RL
+553.7%
+1,030.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.0% | +1.4% |
| 7D | +1.6% | +2.6% | -1.0% | +0.5% |
| 30D | +14.5% | +2.9% | +11.6% | +13.1% |
| 3M | -15.0% | 0.0% | -15.0% | -15.2% |
| 6M | +1.0% | +17.1% | -16.1% | -6.8% |
| YTD | -22.6% | +10.1% | -32.8% | -27.1% |
| 1Y | -18.2% | +17.3% | -35.5% | -25.1% |
| 3Y | +56.4% | +249.3% | -193.0% | -10.2% |
| 5Y | +29.6% | +240.9% | -211.4% | -25.8% |
| 10Y | +671.3% | +337.3% | +334.0% | +262.5% |
| All | +1,584.4% | +553.7% | +1,030.7% | +542.9% |
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 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