+67.3%
F vs KKR
+670.8%
-603.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.3% |
| 7D | -3.1% | +1.6% | -4.7% | -3.9% |
| 30D | 0.0% | +14.5% | -14.5% | -6.5% |
| 3M | -13.2% | -15.0% | +1.7% | -6.4% |
| 6M | -10.2% | +1.0% | -11.2% | -11.7% |
| YTD | -4.9% | -22.6% | +17.7% | +4.7% |
| 1Y | -6.1% | -18.2% | +12.1% | +0.3% |
| 3Y | +46.0% | +56.4% | -10.4% | -0.3% |
| 5Y | -15.7% | +29.6% | -45.3% | -38.6% |
| All | +67.3% | +670.8% | -603.5% | -52.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling