+184.9%
KKR vs ROIV
+232.7%
-47.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.5% | -3.4% | -2.1% |
| 7D | -0.9% | +0.6% | -1.5% | -1.0% |
| 30D | +2.2% | +1.0% | +1.2% | +1.9% |
| 3M | +13.1% | +18.3% | -5.2% | +9.5% |
| 6M | +15.3% | +18.3% | -3.1% | +11.3% |
| YTD | -15.0% | +61.0% | -76.0% | -22.4% |
| 1Y | -21.0% | +177.9% | -198.9% | -34.7% |
| 3Y | +76.7% | +199.1% | -122.3% | +42.1% |
| 5Y | +74.3% | +250.7% | -176.4% | +19.1% |
| All | +184.9% | +232.7% | -47.8% | +97.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling