+11,478.1%
FIX vs KKR
+1,510.1%
+9,968.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.9% | +7.3% | +6.3% |
| 7D | -17.5% | +2.2% | -19.7% | -18.8% |
| 30D | -41.6% | +7.6% | -49.2% | -44.0% |
| 3M | -40.6% | -6.5% | -34.1% | -39.7% |
| 6M | -49.4% | -3.9% | -45.5% | -49.5% |
| YTD | +9.2% | -23.9% | +33.1% | +19.4% |
| 1Y | +6.5% | -18.5% | +25.0% | +12.6% |
| 3Y | +448.7% | +65.8% | +383.0% | +320.8% |
| 5Y | +948.7% | +25.3% | +923.4% | +773.9% |
| 10Y | +3,659.7% | +720.2% | +2,939.5% | +1,244.5% |
| All | +11,478.1% | +1,510.1% | +9,968.1% | +2,417.5% |
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