+74.8%
KKR vs ROIV
+316.9%
-242.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +18.8% | -20.6% | -4.9% |
| 7D | -0.6% | +20.2% | -20.8% | -3.9% |
| 30D | +3.0% | +14.1% | -11.1% | +0.4% |
| 3M | +13.6% | +45.6% | -31.9% | +5.9% |
| 6M | +16.2% | +44.1% | -27.9% | +8.3% |
| YTD | -16.6% | +91.2% | -107.7% | -26.2% |
| 1Y | -23.2% | +221.3% | -244.5% | -38.1% |
| 3Y | +71.7% | +229.2% | -157.5% | +35.3% |
| 5Y | +74.8% | +316.5% | -241.6% | +10.6% |
| All | +74.8% | +316.9% | -242.1% | +10.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling