+54.2%
RGTI vs KKR
+98.9%
-44.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | +0.5% | -6.2% | +6.6% | +5.6% |
| 30D | -17.1% | -8.9% | -8.2% | -10.9% |
| 3M | -26.0% | +6.3% | -32.2% | -30.3% |
| 6M | -9.9% | +16.5% | -26.3% | -21.1% |
| YTD | -31.1% | -20.3% | -10.8% | -18.8% |
| 1Y | -8.5% | -29.8% | +21.3% | +18.7% |
| 3Y | +652.2% | +63.2% | +589.0% | +416.0% |
| 5Y | +56.8% | +68.0% | -11.2% | +1.1% |
| All | +54.2% | +98.9% | -44.6% | -0.7% |
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