+36.9%
RKT vs KKR
+62.2%
-25.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.1% | +1.3% | -0.5% |
| 7D | -7.2% | -8.1% | +0.9% | -3.9% |
| 30D | -7.9% | -9.1% | +1.2% | -4.0% |
| 3M | +5.2% | +6.4% | -1.2% | +2.9% |
| 6M | -14.9% | +12.6% | -27.5% | -18.2% |
| YTD | -31.9% | -20.4% | -11.4% | -26.1% |
| 1Y | -36.9% | -27.1% | -9.8% | -29.6% |
| All | +36.9% | +62.2% | -25.3% | -27.4% |
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