+1,618.7%
KKR vs RY
+605.8%
+1,013.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.3% | -1.3% |
| 7D | -1.3% | -3.0% | +1.7% | +1.6% |
| 30D | +9.3% | +6.3% | +3.1% | +3.3% |
| 3M | -9.8% | -2.6% | -7.3% | -7.6% |
| 6M | +1.0% | +13.9% | -13.0% | -10.8% |
| YTD | -21.1% | +21.7% | -42.8% | -34.5% |
| 1Y | -17.0% | +40.4% | -57.4% | -39.8% |
| 3Y | +60.6% | +161.3% | -100.7% | -35.0% |
| 5Y | +33.6% | +126.5% | -92.9% | -37.2% |
| 10Y | +687.0% | +354.3% | +332.7% | +100.4% |
| All | +1,618.7% | +605.8% | +1,013.0% | +193.7% |
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