+1,557.4%
KKR vs RY
+597.5%
+959.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.6% | -0.6% |
| 7D | +2.2% | -0.9% | +3.1% | +3.2% |
| 30D | +7.6% | +5.9% | +1.7% | +2.0% |
| 3M | -6.5% | -4.3% | -2.2% | -2.6% |
| 6M | -3.9% | +12.1% | -16.0% | -13.8% |
| YTD | -23.9% | +20.3% | -44.1% | -36.1% |
| 1Y | -18.5% | +41.0% | -59.6% | -41.2% |
| 3Y | +65.8% | +157.5% | -91.8% | -32.1% |
| 5Y | +25.3% | +123.2% | -97.9% | -40.3% |
| 10Y | +720.2% | +365.7% | +354.5% | +104.9% |
| All | +1,557.4% | +597.5% | +959.9% | +186.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling