+1,212.2%
RCL vs KKR
+1,697.8%
-485.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | +1.1% |
| 7D | -5.1% | -0.9% | -4.2% | -4.7% |
| 30D | -19.0% | +2.2% | -21.2% | -20.6% |
| 3M | -9.6% | +13.1% | -22.6% | -17.4% |
| 6M | -6.7% | +15.3% | -22.0% | -16.5% |
| YTD | -3.9% | -15.0% | +11.1% | +3.2% |
| 1Y | -25.1% | -21.0% | -4.1% | -16.3% |
| 3Y | +179.1% | +76.7% | +102.4% | +72.4% |
| 5Y | +243.3% | +74.3% | +169.0% | +106.3% |
| 10Y | +325.8% | +753.7% | -428.0% | -3.8% |
| All | +1,212.2% | +1,697.8% | -485.6% | +56.1% |
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