+24.2%
FIX vs KKR
-19.3%
+43.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.3% | -1.5% |
| 7D | +9.4% | +1.6% | +7.8% | +9.2% |
| 30D | -27.8% | +14.5% | -42.3% | -29.8% |
| 3M | -35.6% | -15.0% | -20.6% | -33.1% |
| 6M | -45.2% | +1.0% | -46.3% | -45.8% |
| YTD | +19.5% | -22.6% | +42.1% | +21.4% |
| 1Y | +24.2% | -18.2% | +42.4% | +22.6% |
| All | +24.2% | -19.3% | +43.6% | +22.6% |
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