+267.4%
RTX vs KKR
+670.8%
-403.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.2% |
| 7D | +4.8% | +1.6% | +3.1% | +4.2% |
| 30D | +6.5% | +14.5% | -8.1% | +1.7% |
| 3M | -9.6% | -15.0% | +5.3% | -5.1% |
| 6M | +12.3% | +1.0% | +11.3% | +10.8% |
| YTD | +9.5% | -22.6% | +32.1% | +16.6% |
| 1Y | +15.8% | -18.2% | +34.1% | +20.6% |
| 3Y | +157.0% | +56.4% | +100.6% | +93.0% |
| 5Y | +148.8% | +29.6% | +119.3% | +93.8% |
| All | +267.4% | +670.8% | -403.4% | +27.6% |
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