+67.6%
KKR vs ROP
-16.6%
+84.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.8% |
| 7D | -8.1% | -8.0% | -0.1% | -2.2% |
| 30D | -9.1% | -2.7% | -6.4% | -7.2% |
| 3M | +6.4% | +16.6% | -10.2% | -7.1% |
| 6M | +12.6% | +10.4% | +2.2% | +2.3% |
| YTD | -20.4% | -12.1% | -8.3% | -12.6% |
| 1Y | -27.1% | -23.6% | -3.4% | -9.4% |
| 3Y | +63.8% | -19.3% | +83.2% | +91.0% |
| 5Y | +67.6% | -15.4% | +83.0% | +79.2% |
| All | +67.6% | -16.6% | +84.2% | +79.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROP.
Daily Out/Under-Performance
Portfolio return minus ROP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROP 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 ROP 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