+696.7%
KKR vs RRC
+4.9%
+691.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.5% |
| 7D | -6.2% | -1.8% | -4.4% | -5.9% |
| 30D | -8.9% | +2.7% | -11.5% | -9.3% |
| 3M | +6.3% | +8.8% | -2.6% | +4.4% |
| 6M | +16.5% | -1.2% | +17.6% | +16.1% |
| YTD | -20.3% | +17.6% | -37.8% | -23.3% |
| 1Y | -29.8% | +18.4% | -48.2% | -32.8% |
| 3Y | +63.2% | +33.1% | +30.1% | +52.2% |
| 5Y | +68.0% | +148.2% | -80.2% | +38.9% |
| All | +696.7% | +4.9% | +691.8% | +515.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 10y: compounded portfolio wealth divided by compounded RRC 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…
10y analysis · Full analysis span regression · 6 months rolling