+1,636.4%
KKR vs RRX
+236.9%
+1,399.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.7% | -3.5% | -1.8% |
| 7D | -6.2% | -0.3% | -5.8% | -6.0% |
| 30D | -8.9% | -6.1% | -2.7% | -5.9% |
| 3M | +6.3% | -23.1% | +29.3% | +19.5% |
| 6M | +16.5% | -19.5% | +36.0% | +24.0% |
| YTD | -20.3% | +16.1% | -36.3% | -32.8% |
| 1Y | -29.8% | +12.9% | -42.7% | -40.4% |
| 3Y | +63.2% | +7.9% | +55.2% | +34.6% |
| 5Y | +68.0% | +19.1% | +48.9% | +28.1% |
| 10Y | +704.3% | +225.8% | +478.5% | +212.5% |
| All | +1,636.4% | +236.9% | +1,399.5% | +478.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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