+1,750.7%
KKR vs RY
+625.7%
+1,125.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.2% | -1.2% |
| 7D | -0.9% | +3.1% | -4.0% | -3.7% |
| 30D | +2.2% | -0.3% | +2.5% | +2.3% |
| 3M | +13.1% | +8.7% | +4.4% | +4.3% |
| 6M | +15.3% | +28.5% | -13.3% | -9.4% |
| YTD | -15.0% | +25.1% | -40.1% | -31.4% |
| 1Y | -21.0% | +46.3% | -67.3% | -44.9% |
| 3Y | +76.7% | +154.9% | -78.2% | -27.0% |
| 5Y | +74.3% | +140.3% | -65.9% | -22.5% |
| 10Y | +753.7% | +377.0% | +376.7% | +107.7% |
| All | +1,750.7% | +625.7% | +1,125.0% | +207.6% |
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