+54.2%
RSP vs KKR
+75.8%
-21.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +0.8% | -0.6% |
| 7D | -0.4% | -0.6% | +0.2% | -0.3% |
| 30D | -1.5% | +3.0% | -4.6% | -2.4% |
| 3M | +4.8% | +13.6% | -8.9% | +1.2% |
| 6M | +10.3% | +16.2% | -5.9% | +5.5% |
| YTD | +14.1% | -16.6% | +30.7% | +18.3% |
| 1Y | +17.0% | -23.2% | +40.2% | +23.6% |
| 3Y | +54.2% | +71.7% | -17.5% | +25.1% |
| All | +54.2% | +75.8% | -21.6% | +25.1% |
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