+56.4%
KKR vs ROL
+5.9%
+50.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.6% | -1.7% | +0.3% |
| 7D | +1.6% | +3.0% | -1.4% | +1.0% |
| 30D | +14.5% | +19.8% | -5.2% | +10.2% |
| 3M | -15.0% | +7.9% | -22.9% | -16.5% |
| 6M | +1.0% | -25.6% | +26.7% | +7.7% |
| YTD | -22.6% | -34.1% | +11.5% | -15.2% |
| 1Y | -18.2% | -31.4% | +13.2% | -11.5% |
| 3Y | +56.4% | +4.7% | +51.7% | +43.6% |
| All | +56.4% | +5.9% | +50.5% | +43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROL.
Daily Out/Under-Performance
Portfolio return minus ROL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROL 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 ROL 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