+230.7%
KKR vs RVMD
+636.2%
-405.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.7% | -1.6% |
| 7D | -2.2% | -0.7% | -1.5% | -2.0% |
| 30D | +0.3% | +0.3% | -0.1% | 0.0% |
| 3M | +8.8% | +38.9% | -30.1% | +1.2% |
| 6M | +14.9% | +108.1% | -93.2% | -3.3% |
| YTD | -17.9% | +160.7% | -178.6% | -35.2% |
| 1Y | -23.7% | +407.3% | -431.0% | -48.5% |
| 3Y | +69.1% | +546.6% | -477.5% | +3.1% |
| 5Y | +72.6% | +579.8% | -507.3% | -4.8% |
| All | +230.7% | +636.2% | -405.5% | +50.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling