+1,716.3%
KKR vs RVTY
+605.9%
+1,110.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.6% | -0.5% |
| 7D | -0.6% | +0.4% | -1.0% | -0.9% |
| 30D | +3.0% | +10.8% | -7.8% | -2.9% |
| 3M | +13.6% | +26.8% | -13.1% | -1.5% |
| 6M | +16.2% | +39.3% | -23.1% | -5.4% |
| YTD | -16.6% | +31.6% | -48.2% | -30.1% |
| 1Y | -23.2% | +47.7% | -70.9% | -40.2% |
| 3Y | +71.7% | +19.9% | +51.8% | +43.0% |
| 5Y | +74.8% | -32.3% | +107.2% | +102.0% |
| 10Y | +711.6% | +138.4% | +573.1% | +321.0% |
| All | +1,716.3% | +605.9% | +1,110.4% | +377.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling