-58.5%
FIG vs KKR
-26.9%
-31.6%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.2% | +4.6% | +4.7% |
| 7D | -3.8% | -6.2% | +2.4% | -0.1% |
| 30D | -2.3% | -8.9% | +6.5% | +3.2% |
| 3M | +20.0% | +6.3% | +13.7% | +14.9% |
| 6M | -16.7% | +16.5% | -33.1% | -25.2% |
| YTD | -37.9% | -20.3% | -17.7% | -27.9% |
| 1Y | -58.5% | -29.8% | -28.8% | -43.1% |
| All | -58.5% | -26.9% | -31.6% | -43.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling