-22.9%
RCL vs KKR
-26.0%
+3.1%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | +0.8% |
| 7D | -2.5% | -8.1% | +5.6% | +0.4% |
| 30D | -15.7% | -9.1% | -6.6% | -12.9% |
| 3M | -3.6% | +6.4% | -10.0% | -6.2% |
| 6M | -8.7% | +12.6% | -21.2% | -12.9% |
| YTD | -6.2% | -20.4% | +14.3% | +0.1% |
| 1Y | -22.9% | -27.1% | +4.2% | -18.3% |
| All | -22.9% | -26.0% | +3.1% | -18.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling