+575.1%
RTX vs KKR
+1,664.4%
-1,089.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +0.9% | -0.4% |
| 7D | -3.1% | -0.6% | -2.5% | -2.9% |
| 30D | -10.6% | +3.0% | -13.6% | -11.7% |
| 3M | +11.6% | +13.6% | -2.0% | +6.5% |
| 6M | -4.5% | +16.2% | -20.7% | -10.0% |
| YTD | +9.6% | -16.6% | +26.2% | +14.0% |
| 1Y | +30.8% | -23.2% | +54.0% | +39.0% |
| 3Y | +152.8% | +71.7% | +81.1% | +90.9% |
| 5Y | +167.1% | +74.8% | +92.3% | +88.9% |
| 10Y | +275.2% | +711.6% | -436.4% | +47.4% |
| All | +575.1% | +1,664.4% | -1,089.3% | +90.8% |
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