-23.7%
KKR vs ROIV
+224.1%
-247.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.3% | -1.6% |
| 7D | -2.2% | +22.3% | -24.5% | -4.5% |
| 30D | +0.3% | +16.9% | -16.6% | -1.6% |
| 3M | +8.8% | +43.9% | -35.1% | +2.8% |
| 6M | +14.9% | +41.6% | -26.7% | +8.4% |
| YTD | -17.9% | +92.7% | -110.6% | -25.6% |
| 1Y | -23.7% | +210.2% | -233.9% | -36.9% |
| All | -23.7% | +224.1% | -247.8% | -36.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling