+766.8%
FIX vs KKR
+67.4%
+699.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.6% | -0.5% | -1.2% |
| 7D | +3.5% | -2.2% | +5.7% | +4.7% |
| 30D | -3.5% | +0.3% | -3.8% | -4.4% |
| 3M | -11.8% | +8.8% | -20.6% | -16.9% |
| 6M | +17.8% | +14.9% | +2.9% | +6.3% |
| YTD | +73.3% | -17.9% | +91.2% | +88.8% |
| 1Y | +128.1% | -23.7% | +151.8% | +158.9% |
| All | +766.8% | +67.4% | +699.5% | +556.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling