+73.0%
KKR vs RVTY
-32.9%
+105.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.5% | +1.0% | -0.3% |
| 7D | -2.2% | -5.4% | +3.2% | +0.6% |
| 30D | +0.3% | +6.7% | -6.5% | -3.2% |
| 3M | +8.8% | +19.0% | -10.2% | -1.4% |
| 6M | +14.9% | +34.6% | -19.7% | -3.3% |
| YTD | -17.9% | +28.3% | -46.2% | -29.2% |
| 1Y | -23.7% | +46.0% | -69.7% | -39.1% |
| 3Y | +69.1% | +16.9% | +52.2% | +44.9% |
| All | +73.0% | -32.9% | +105.9% | +111.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling