+696.7%
KKR vs TROW
+130.0%
+566.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +1.1% |
| 7D | -6.2% | -3.2% | -3.0% | -3.8% |
| 30D | -8.9% | -4.6% | -4.3% | -5.5% |
| 3M | +6.3% | -0.7% | +6.9% | +6.1% |
| 6M | +16.5% | +22.2% | -5.7% | -0.7% |
| YTD | -20.3% | +6.6% | -26.9% | -24.3% |
| 1Y | -29.8% | +5.8% | -35.6% | -32.9% |
| 3Y | +63.2% | +11.6% | +51.6% | +49.8% |
| 5Y | +68.0% | -38.9% | +106.9% | +131.3% |
| All | +696.7% | +130.0% | +566.7% | +427.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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