+1,716.3%
KKR vs RMD
+704.1%
+1,012.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.2% | +1.3% | -0.5% |
| 7D | -0.6% | -4.5% | +3.8% | +1.3% |
| 30D | +3.0% | +4.6% | -1.6% | +1.2% |
| 3M | +13.6% | +14.8% | -1.1% | +6.8% |
| 6M | +16.2% | -12.1% | +28.3% | +21.8% |
| YTD | -16.6% | -7.5% | -9.1% | -14.6% |
| 1Y | -23.2% | -20.1% | -3.1% | -16.6% |
| 3Y | +71.7% | +53.9% | +17.8% | +35.8% |
| 5Y | +74.8% | -22.2% | +97.0% | +82.7% |
| 10Y | +711.6% | +268.2% | +443.3% | +315.0% |
| All | +1,716.3% | +704.1% | +1,012.2% | +415.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling