+166.8%
KKR vs ROIV
+289.9%
-123.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.1% | -1.0% | -2.8% |
| 7D | -8.1% | +19.0% | -27.1% | -11.0% |
| 30D | -9.1% | +16.1% | -25.2% | -11.7% |
| 3M | +6.4% | +44.1% | -37.7% | -0.7% |
| 6M | +12.6% | +37.8% | -25.3% | +5.7% |
| YTD | -20.4% | +88.7% | -109.1% | -29.5% |
| 1Y | -27.1% | +197.3% | -224.4% | -40.5% |
| 3Y | +63.8% | +224.9% | -161.1% | +29.3% |
| 5Y | +67.6% | +311.0% | -243.4% | +11.2% |
| All | +166.8% | +289.9% | -123.2% | +79.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ROIV 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling