-27.1%
RKT vs KKR
+193.8%
-220.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | -6.3% | -6.2% | -0.1% | -3.3% |
| 30D | -6.2% | -8.9% | +2.7% | -1.8% |
| 3M | -1.9% | +6.3% | -8.1% | -4.6% |
| 6M | -13.0% | +16.5% | -29.5% | -18.7% |
| YTD | -31.9% | -20.3% | -11.7% | -25.0% |
| 1Y | -37.6% | -29.8% | -7.8% | -27.3% |
| 3Y | +36.8% | +63.2% | -26.4% | -6.5% |
| 5Y | -9.7% | +68.0% | -77.7% | -42.8% |
| All | -27.1% | +193.8% | -220.9% | -64.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling