+615.9%
RSP vs KKR
+1,522.1%
-906.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +2.0% | +0.1% |
| 7D | +1.8% | -1.1% | +2.9% | +2.1% |
| 30D | +3.5% | +11.5% | -8.0% | -0.5% |
| 3M | +0.2% | -12.4% | +12.6% | +4.4% |
| 6M | +9.1% | -1.9% | +11.0% | +8.8% |
| YTD | +16.6% | -23.3% | +39.9% | +25.0% |
| 1Y | +17.9% | -20.4% | +38.4% | +24.5% |
| 3Y | +64.6% | +56.1% | +8.6% | +29.4% |
| 5Y | +48.4% | +28.4% | +20.0% | +20.5% |
| 10Y | +212.9% | +664.6% | -451.7% | +28.0% |
| All | +615.9% | +1,522.1% | -906.2% | +106.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling