-31.5%
RIVN vs KKR
+62.5%
-94.0%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | +1.8% | -6.2% | +8.0% | +4.4% |
| 30D | +0.6% | -8.9% | +9.5% | +4.3% |
| 3M | +3.2% | +6.3% | -3.1% | +0.3% |
| 6M | -3.7% | +16.5% | -20.2% | -9.8% |
| YTD | -18.7% | -20.3% | +1.6% | -12.4% |
| 1Y | +14.7% | -29.8% | +44.5% | +29.2% |
| 3Y | -31.5% | +63.2% | -94.7% | -60.0% |
| All | -31.5% | +62.5% | -94.0% | -60.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling