+157.0%
KKR vs ROIV
+280.9%
-123.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.4% | +1.6% | -2.1% |
| 7D | -1.1% | +9.2% | -10.3% | -2.6% |
| 30D | +11.5% | +19.9% | -8.4% | +8.1% |
| 3M | -12.4% | +10.6% | -22.9% | -14.3% |
| 6M | -1.9% | +36.1% | -38.0% | -7.8% |
| YTD | -23.3% | +84.3% | -107.6% | -31.9% |
| 1Y | -20.4% | +87.6% | -108.0% | -29.7% |
| 3Y | +56.1% | +353.9% | -297.9% | +18.5% |
| 5Y | +28.4% | +376.1% | -347.6% | -14.7% |
| All | +157.0% | +280.9% | -123.8% | +73.7% |
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