+1,509.1%
RCL vs KKR
+1,536.3%
-27.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -0.2% |
| 7D | -1.2% | +1.6% | -2.8% | -2.2% |
| 30D | +17.8% | +14.5% | +3.3% | +8.0% |
| 3M | +4.9% | -15.0% | +19.9% | +16.0% |
| 6M | +23.7% | +1.0% | +22.7% | +21.0% |
| YTD | +17.8% | -22.6% | +40.5% | +34.1% |
| 1Y | +28.9% | -18.2% | +47.1% | +40.8% |
| 3Y | +241.9% | +56.4% | +185.5% | +128.7% |
| 5Y | +295.4% | +29.6% | +265.8% | +192.4% |
| 10Y | +344.1% | +671.3% | -327.2% | +7.3% |
| All | +1,509.1% | +1,536.3% | -27.1% | +102.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling