+1,632.8%
KKR vs RSG
+917.3%
+715.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.7% |
| 7D | -8.1% | -1.8% | -6.3% | -7.0% |
| 30D | -9.1% | +2.8% | -11.9% | -10.8% |
| 3M | +6.4% | +4.3% | +2.1% | +2.7% |
| 6M | +12.6% | -0.5% | +13.1% | +11.4% |
| YTD | -20.4% | +5.2% | -25.7% | -24.5% |
| 1Y | -27.1% | -2.1% | -24.9% | -27.4% |
| 3Y | +63.8% | +56.5% | +7.3% | +14.5% |
| 5Y | +67.6% | +89.5% | -21.9% | +0.5% |
| 10Y | +702.6% | +424.8% | +277.8% | +131.7% |
| All | +1,632.8% | +917.3% | +715.6% | +184.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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