+26.3%
KKR vs RY
+123.7%
-97.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.6% | -0.4% |
| 7D | +2.2% | -0.9% | +3.1% | +3.4% |
| 30D | +7.6% | +5.9% | +1.7% | +1.2% |
| 3M | -6.5% | -4.3% | -2.2% | -2.0% |
| 6M | -3.9% | +12.1% | -16.0% | -15.6% |
| YTD | -23.9% | +20.3% | -44.1% | -38.1% |
| 1Y | -18.5% | +41.0% | -59.6% | -44.7% |
| 3Y | +65.8% | +157.5% | -91.8% | -43.9% |
| All | +26.3% | +123.7% | -97.4% | -47.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling