+112.4%
F vs KKR
+1,536.9%
-1,424.6%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -0.8% |
| 3M | -9.5% | -4.4% | -5.1% | -8.0% |
| 6M | +4.0% | -4.0% | +8.0% | +4.8% |
| YTD | -1.3% | -22.6% | +21.4% | +8.1% |
| 1Y | -1.9% | -18.6% | +16.6% | +4.5% |
| 3Y | +53.5% | +60.6% | -7.2% | +9.6% |
| 5Y | -15.1% | +28.4% | -43.6% | -34.3% |
| 10Y | +81.0% | +735.7% | -654.7% | -41.2% |
| All | +112.4% | +1,536.9% | -1,424.6% | -54.9% |
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 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