+696.7%
KKR vs RMD
+274.3%
+422.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.5% |
| 7D | -6.2% | -4.4% | -1.8% | -4.4% |
| 30D | -8.9% | -3.1% | -5.7% | -7.6% |
| 3M | +6.3% | +13.8% | -7.5% | +0.4% |
| 6M | +16.5% | -8.6% | +25.0% | +20.0% |
| YTD | -20.3% | -8.6% | -11.6% | -17.9% |
| 1Y | -29.8% | -19.7% | -10.1% | -23.9% |
| 3Y | +63.2% | +48.4% | +14.8% | +31.5% |
| 5Y | +68.0% | -22.7% | +90.7% | +75.9% |
| All | +696.7% | +274.3% | +422.4% | +363.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 10y: compounded portfolio wealth divided by compounded RMD 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…
10y analysis · Full analysis span regression · 6 months rolling