+18,224.1%
FIX vs KKR
+1,697.8%
+16,526.3%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.8% | +3.8% | +2.8% |
| 7D | +6.0% | -0.9% | +6.9% | +6.4% |
| 30D | -7.2% | +2.2% | -9.4% | -8.7% |
| 3M | -15.9% | +13.1% | -28.9% | -21.2% |
| 6M | +12.7% | +15.3% | -2.5% | +3.9% |
| YTD | +72.8% | -15.0% | +87.8% | +81.4% |
| 1Y | +122.9% | -21.0% | +143.9% | +140.9% |
| 3Y | +774.3% | +76.7% | +697.6% | +556.3% |
| 5Y | +2,049.5% | +74.3% | +1,975.1% | +1,455.1% |
| 10Y | +5,821.5% | +753.7% | +5,067.7% | +1,984.7% |
| All | +18,224.1% | +1,697.8% | +16,526.3% | +3,726.2% |
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