+695.1%
KKR vs RVTY
+139.0%
+556.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.3% | -0.7% | -1.8% |
| 7D | -8.1% | -7.4% | -0.7% | -4.2% |
| 30D | -9.1% | +4.5% | -13.6% | -11.4% |
| 3M | +6.4% | +19.5% | -13.1% | -4.5% |
| 6M | +12.6% | +34.1% | -21.6% | -6.1% |
| YTD | -20.4% | +25.3% | -45.7% | -31.2% |
| 1Y | -27.1% | +47.0% | -74.1% | -42.8% |
| 3Y | +63.8% | +14.1% | +49.7% | +40.6% |
| 5Y | +67.6% | -34.6% | +102.2% | +98.9% |
| All | +695.1% | +139.0% | +556.1% | +351.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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