+205.8%
RSP vs KKR
+710.9%
-505.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.7% |
| 7D | -1.9% | -6.2% | +4.3% | +0.3% |
| 30D | -2.8% | -8.9% | +6.0% | +0.3% |
| 3M | +2.8% | +6.3% | -3.4% | 0.0% |
| 6M | +10.2% | +16.5% | -6.3% | +3.1% |
| YTD | +13.1% | -20.3% | +33.3% | +20.3% |
| 1Y | +14.8% | -29.8% | +44.6% | +27.3% |
| 3Y | +52.6% | +63.2% | -10.6% | +15.1% |
| 5Y | +51.6% | +68.0% | -16.3% | +7.4% |
| All | +205.8% | +710.9% | -505.0% | +19.2% |
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