+162.9%
RTX vs KKR
+72.2%
+90.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +0.9% | -0.4% |
| 7D | -1.6% | -2.2% | +0.6% | -1.2% |
| 30D | -11.6% | +0.3% | -11.8% | -11.7% |
| 3M | +9.2% | +8.8% | +0.4% | +7.2% |
| 6M | -4.4% | +14.9% | -19.3% | -7.3% |
| YTD | +8.9% | -17.9% | +26.8% | +11.9% |
| 1Y | +32.1% | -23.7% | +55.8% | +37.3% |
| 3Y | +151.2% | +69.1% | +82.2% | +116.7% |
| 5Y | +162.9% | +72.6% | +90.4% | +120.9% |
| All | +162.9% | +72.2% | +90.7% | +120.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling