-84.1%
RIVN vs KKR
+34.6%
-118.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.3% |
| 7D | +1.8% | -6.2% | +8.0% | +6.0% |
| 30D | +0.6% | -8.9% | +9.5% | +6.6% |
| 3M | +3.2% | +6.3% | -3.1% | -1.7% |
| 6M | -3.7% | +16.5% | -20.2% | -14.2% |
| YTD | -18.7% | -20.3% | +1.6% | -8.4% |
| 1Y | +14.7% | -29.8% | +44.5% | +39.2% |
| 3Y | -31.5% | +63.2% | -94.7% | -66.3% |
| All | -84.1% | +34.6% | -118.7% | -90.6% |
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