+3,553.2%
FIX vs KKR
+670.8%
+2,882.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.3% | -1.8% |
| 7D | +9.4% | +1.6% | +7.8% | +8.6% |
| 30D | -27.8% | +14.5% | -42.3% | -33.2% |
| 3M | -35.6% | -15.0% | -20.6% | -31.1% |
| 6M | -45.2% | +1.0% | -46.3% | -46.7% |
| YTD | +19.5% | -22.6% | +42.1% | +30.6% |
| 1Y | +24.2% | -18.2% | +42.4% | +31.6% |
| 3Y | +494.2% | +56.4% | +437.8% | +355.9% |
| 5Y | +1,036.1% | +29.6% | +1,006.6% | +815.0% |
| All | +3,553.2% | +670.8% | +2,882.4% | +1,165.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling