+31.0%
F vs KKR
-20.0%
+51.0%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.8% | +3.3% | +1.9% |
| 7D | +5.3% | -0.9% | +6.2% | +5.5% |
| 30D | +4.6% | +2.2% | +2.4% | +4.0% |
| 3M | -3.7% | +13.1% | -16.7% | -6.6% |
| 6M | +16.8% | +15.3% | +1.6% | +12.6% |
| YTD | +15.3% | -15.0% | +30.3% | +21.0% |
| 1Y | +31.0% | -21.0% | +52.0% | +37.4% |
| All | +31.0% | -20.0% | +51.0% | +37.4% |
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