+71.7%
KKR vs ROIV
+253.6%
-181.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +18.8% | -20.6% | -5.9% |
| 7D | -0.6% | +20.2% | -20.8% | -5.0% |
| 30D | +3.0% | +14.1% | -11.1% | -0.5% |
| 3M | +13.6% | +45.6% | -31.9% | +2.8% |
| 6M | +16.2% | +44.1% | -27.9% | +5.0% |
| YTD | -16.6% | +91.2% | -107.7% | -30.4% |
| 1Y | -23.2% | +221.3% | -244.5% | -45.5% |
| 3Y | +71.7% | +229.2% | -157.5% | +11.2% |
| All | +71.7% | +253.6% | -181.9% | +11.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling