+651.4%
KKR vs RY
+351.1%
+300.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.0% | +1.0% |
| 7D | +1.6% | +0.6% | +1.1% | +1.0% |
| 30D | +14.5% | +5.0% | +9.5% | +9.0% |
| 3M | -15.0% | -5.3% | -9.7% | -10.1% |
| 6M | +1.0% | +13.8% | -12.8% | -11.8% |
| YTD | -22.6% | +21.0% | -43.6% | -36.5% |
| 1Y | -18.2% | +40.5% | -58.7% | -42.5% |
| 3Y | +56.4% | +159.7% | -103.3% | -41.8% |
| 5Y | +29.6% | +124.3% | -94.8% | -43.1% |
| All | +651.4% | +351.1% | +300.3% | +83.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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