+33.6%
KKR vs ROIV
+421.8%
-388.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.6% | -2.4% | -1.1% |
| 7D | -1.3% | +9.5% | -10.7% | -2.9% |
| 30D | +9.3% | +21.0% | -11.7% | +5.7% |
| 3M | -9.8% | +18.7% | -28.6% | -13.0% |
| 6M | +1.0% | +44.5% | -43.5% | -6.5% |
| YTD | -21.1% | +92.9% | -113.9% | -31.0% |
| 1Y | -17.0% | +100.2% | -117.2% | -28.0% |
| 3Y | +60.6% | +375.0% | -314.4% | +18.8% |
| 5Y | +33.6% | +435.2% | -401.6% | -17.2% |
| All | +33.6% | +421.8% | -388.2% | -17.2% |
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 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