-80.3%
FIG vs KKR
-29.6%
-50.7%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -1.9% | -3.8% | -4.6% |
| 7D | -16.4% | -0.6% | -15.7% | -16.0% |
| 30D | -2.3% | +3.0% | -5.4% | -4.1% |
| 3M | +7.8% | +13.6% | -5.8% | -0.7% |
| 6M | -21.8% | +16.2% | -38.1% | -29.1% |
| YTD | -39.1% | -16.6% | -22.5% | -32.3% |
| 1Y | -56.6% | -23.2% | -33.4% | -48.9% |
| All | -80.3% | -29.6% | -50.7% | -75.3% |
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