+53.5%
F vs KKR
+59.8%
-6.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.0% | +0.1% |
| 7D | -0.6% | +0.1% | -0.7% | -0.7% |
| 30D | +2.9% | +7.9% | -5.0% | +0.4% |
| 3M | -9.5% | -4.4% | -5.1% | -8.4% |
| 6M | +4.0% | -4.0% | +8.0% | +4.8% |
| YTD | -1.3% | -22.6% | +21.4% | +5.8% |
| 1Y | -1.9% | -18.6% | +16.6% | +3.1% |
| 3Y | +53.5% | +60.6% | -7.2% | +6.9% |
| All | +53.5% | +59.8% | -6.3% | +6.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling