+46.5%
F vs KKR
+76.6%
-30.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.9% | -2.4% | -3.4% |
| 7D | +1.2% | -0.6% | +1.8% | +1.5% |
| 30D | +1.2% | +3.0% | -1.8% | -0.3% |
| 3M | -5.7% | +13.6% | -19.3% | -11.7% |
| 6M | +17.9% | +16.2% | +1.7% | +8.4% |
| YTD | +10.4% | -16.6% | +27.0% | +17.8% |
| 1Y | +25.3% | -23.2% | +48.6% | +38.4% |
| 3Y | +37.5% | +71.7% | -34.3% | -15.6% |
| 5Y | +46.5% | +74.8% | -28.3% | -16.1% |
| All | +46.5% | +76.6% | -30.1% | -16.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling