+110.3%
F vs KKR
+1,569.6%
-1,459.3%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.5% | +0.1% |
| 7D | -2.1% | -1.3% | -0.9% | -1.6% |
| 30D | +3.3% | +9.3% | -6.0% | -1.0% |
| 3M | -11.3% | -9.8% | -1.5% | -7.4% |
| 6M | +5.3% | +1.0% | +4.3% | +3.6% |
| YTD | -2.2% | -21.1% | +18.8% | +6.0% |
| 1Y | -3.5% | -17.0% | +13.4% | +1.8% |
| 3Y | +49.5% | +60.6% | -11.1% | +6.8% |
| 5Y | -13.5% | +33.6% | -47.1% | -34.2% |
| 10Y | +69.0% | +687.0% | -618.0% | -43.9% |
| All | +110.3% | +1,569.6% | -1,459.3% | -55.8% |
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