+331.2%
RCL vs KKR
+709.2%
-378.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | +1.9% |
| 7D | -2.5% | -8.1% | +5.6% | +3.4% |
| 30D | -15.7% | -9.1% | -6.6% | -10.2% |
| 3M | -3.6% | +6.4% | -10.0% | -9.0% |
| 6M | -8.7% | +12.6% | -21.2% | -17.7% |
| YTD | -6.2% | -20.4% | +14.3% | +6.0% |
| 1Y | -22.9% | -27.1% | +4.2% | -8.2% |
| 3Y | +173.6% | +63.8% | +109.8% | +65.6% |
| 5Y | +226.6% | +67.6% | +158.9% | +82.8% |
| All | +331.2% | +709.2% | -378.0% | -6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 KKR 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