+1,716.3%
KKR vs ROL
+927.7%
+788.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.5% | +0.7% | -0.5% |
| 7D | -0.6% | -3.4% | +2.8% | +1.2% |
| 30D | +3.0% | -6.9% | +10.0% | +6.8% |
| 3M | +13.6% | -24.6% | +38.2% | +30.5% |
| 6M | +16.2% | -39.5% | +55.7% | +49.6% |
| YTD | -16.6% | -41.1% | +24.5% | +8.2% |
| 1Y | -23.2% | -37.9% | +14.7% | -3.9% |
| 3Y | +71.7% | +0.8% | +70.9% | +59.1% |
| 5Y | +74.8% | -4.7% | +79.5% | +62.8% |
| 10Y | +711.6% | +207.9% | +503.7% | +227.9% |
| All | +1,716.3% | +927.7% | +788.6% | +212.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling