+227.1%
RCL vs KKR
+72.2%
+155.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.6% | -0.2% | -0.8% |
| 7D | -2.2% | -2.2% | 0.0% | -0.9% |
| 30D | -15.7% | +0.3% | -15.9% | -16.3% |
| 3M | -8.0% | +8.8% | -16.8% | -13.6% |
| 6M | -10.1% | +14.9% | -25.0% | -18.9% |
| YTD | -5.9% | -17.9% | +12.0% | +3.4% |
| 1Y | -23.5% | -23.7% | +0.2% | -12.6% |
| 3Y | +174.4% | +69.1% | +105.3% | +71.8% |
| 5Y | +227.1% | +72.6% | +154.6% | +94.0% |
| All | +227.1% | +72.2% | +155.0% | +94.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling