+122.9%
FIX vs KKR
-20.0%
+142.9%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.8% | +3.8% | +2.3% |
| 7D | +6.0% | -0.9% | +6.9% | +6.2% |
| 30D | -7.2% | +2.2% | -9.4% | -8.1% |
| 3M | -15.9% | +13.1% | -28.9% | -18.8% |
| 6M | +12.7% | +15.3% | -2.5% | +8.1% |
| YTD | +72.8% | -15.0% | +87.8% | +74.3% |
| 1Y | +122.9% | -21.0% | +143.9% | +134.7% |
| All | +122.9% | -20.0% | +142.9% | +134.7% |
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