+148.0%
F vs KKR
+1,697.8%
-1,549.8%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.8% | +3.3% | +2.3% |
| 7D | +5.3% | -0.9% | +6.2% | +5.7% |
| 30D | +4.6% | +2.2% | +2.4% | +3.4% |
| 3M | -3.7% | +13.1% | -16.7% | -9.6% |
| 6M | +16.8% | +15.3% | +1.6% | +7.9% |
| YTD | +15.3% | -15.0% | +30.3% | +21.2% |
| 1Y | +31.0% | -21.0% | +52.0% | +41.5% |
| 3Y | +45.4% | +76.7% | -31.3% | -0.6% |
| 5Y | +54.7% | +74.3% | -19.7% | +4.2% |
| 10Y | +98.2% | +753.7% | -655.5% | -36.4% |
| All | +148.0% | +1,697.8% | -1,549.8% | -49.4% |
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 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