+3,644.4%
FIX vs KKR
+753.6%
+2,890.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.8% | -3.5% | -2.1% |
| 7D | -13.9% | +5.1% | -19.0% | -16.4% |
| 30D | -35.5% | +10.9% | -46.4% | -39.4% |
| 3M | -33.9% | -2.9% | -31.1% | -34.1% |
| 6M | -43.3% | -1.2% | -42.1% | -44.2% |
| YTD | +18.7% | -20.4% | +39.1% | +27.9% |
| 1Y | +13.8% | -15.4% | +29.2% | +18.6% |
| 3Y | +495.0% | +61.9% | +433.0% | +348.9% |
| 5Y | +1,049.0% | +38.3% | +1,010.8% | +795.8% |
| 10Y | +3,644.4% | +720.6% | +2,923.8% | +1,131.2% |
| All | +3,644.4% | +753.6% | +2,890.9% | +1,131.2% |
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