+954.9%
TRV vs KKR
+1,583.3%
-628.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.3% | +0.9% |
| 7D | -1.8% | -8.1% | +6.3% | +0.2% |
| 30D | -2.1% | -9.1% | +7.0% | 0.0% |
| 3M | +21.2% | +6.4% | +14.8% | +18.7% |
| 6M | +22.0% | +12.6% | +9.5% | +17.4% |
| YTD | +27.7% | -20.4% | +48.1% | +33.0% |
| 1Y | +36.6% | -27.1% | +63.6% | +44.7% |
| 3Y | +141.1% | +63.8% | +77.2% | +98.3% |
| 5Y | +157.6% | +67.6% | +90.0% | +101.3% |
| 10Y | +296.2% | +702.6% | -406.4% | +93.9% |
| All | +954.9% | +1,583.3% | -628.4% | +297.6% |
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 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