+13,118.2%
FIX vs KKR
+1,569.6%
+11,548.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.8% | +5.8% | +5.4% |
| 7D | +6.4% | -1.3% | +7.7% | +7.2% |
| 30D | -29.1% | +9.3% | -38.4% | -32.6% |
| 3M | -31.1% | -9.8% | -21.3% | -28.8% |
| 6M | -42.8% | +1.0% | -43.8% | -44.2% |
| YTD | +24.6% | -21.1% | +45.7% | +34.0% |
| 1Y | +21.9% | -17.0% | +38.9% | +27.9% |
| 3Y | +524.9% | +60.6% | +464.3% | +386.1% |
| 5Y | +1,092.2% | +33.6% | +1,058.6% | +865.7% |
| 10Y | +3,759.0% | +687.0% | +3,072.0% | +1,300.1% |
| All | +13,118.2% | +1,569.6% | +11,548.6% | +2,726.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling