+221.1%
KKR vs RVMD
+622.3%
-401.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | -6.2% | -3.0% | -3.2% | -5.6% |
| 30D | -8.9% | -0.7% | -8.1% | -8.9% |
| 3M | +6.3% | +36.5% | -30.3% | -0.8% |
| 6M | +16.5% | +104.6% | -88.1% | -1.7% |
| YTD | -20.3% | +155.8% | -176.1% | -36.8% |
| 1Y | -29.8% | +340.7% | -370.5% | -51.0% |
| 3Y | +63.2% | +519.9% | -456.7% | +0.4% |
| 5Y | +68.0% | +584.9% | -517.0% | -7.4% |
| All | +221.1% | +622.3% | -401.2% | +47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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