+1,632.8%
KKR vs TROW
+284.2%
+1,348.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.0% |
| 7D | -8.1% | -3.0% | -5.1% | -5.9% |
| 30D | -9.1% | -5.5% | -3.7% | -5.1% |
| 3M | +6.4% | +2.3% | +4.1% | +3.9% |
| 6M | +12.6% | +23.9% | -11.4% | -5.1% |
| YTD | -20.4% | +7.9% | -28.3% | -25.2% |
| 1Y | -27.1% | +6.1% | -33.2% | -30.5% |
| 3Y | +63.8% | +13.8% | +50.0% | +48.2% |
| 5Y | +67.6% | -38.2% | +105.8% | +133.9% |
| 10Y | +702.6% | +131.3% | +571.4% | +295.3% |
| All | +1,632.8% | +284.2% | +1,348.6% | +475.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling