+6,034.5%
FIX vs KKR
+703.2%
+5,331.3%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.6% | -0.5% | -1.2% |
| 7D | +3.5% | -2.2% | +5.7% | +4.6% |
| 30D | -3.5% | +0.3% | -3.8% | -4.2% |
| 3M | -11.8% | +8.8% | -20.6% | -16.2% |
| 6M | +17.8% | +14.9% | +2.9% | +7.9% |
| YTD | +73.3% | -17.9% | +91.2% | +85.8% |
| 1Y | +128.1% | -23.7% | +151.8% | +152.4% |
| 3Y | +772.7% | +69.1% | +703.6% | +553.5% |
| 5Y | +2,166.4% | +72.6% | +2,093.9% | +1,499.6% |
| 10Y | +6,034.5% | +728.2% | +5,306.2% | +2,152.7% |
| All | +6,034.5% | +703.2% | +5,331.3% | +2,152.7% |
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 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