+31.2%
KKR vs RVTY
-15.1%
+46.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.5% | +1.7% |
| 7D | +1.6% | -0.5% | +2.1% | +1.8% |
| 30D | +14.5% | +1.5% | +13.0% | +12.9% |
| 3M | -15.0% | +31.5% | -46.4% | -27.0% |
| 6M | +1.0% | +62.7% | -61.6% | -23.1% |
| YTD | -22.6% | +60.0% | -82.6% | -41.1% |
| 1Y | -18.2% | +65.7% | -83.9% | -38.9% |
| 3Y | +56.4% | +85.2% | -28.8% | +3.4% |
| All | +31.2% | -15.1% | +46.3% | +35.8% |
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