+36.3%
TRV vs KKR
-26.9%
+63.2%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +2.1% |
| 7D | +1.9% | -6.2% | +8.1% | +2.1% |
| 30D | +1.7% | -8.9% | +10.6% | +2.0% |
| 3M | +23.9% | +6.3% | +17.6% | +23.5% |
| 6M | +26.3% | +16.5% | +9.8% | +25.2% |
| YTD | +30.8% | -20.3% | +51.1% | +33.5% |
| 1Y | +36.3% | -29.8% | +66.1% | +37.9% |
| All | +36.3% | -26.9% | +63.2% | +37.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling