+2,072.5%
FTNT vs KKR
+710.9%
+1,361.6%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.8% |
| 7D | -0.1% | -6.2% | +6.0% | +2.7% |
| 30D | -3.0% | -8.9% | +5.9% | +1.2% |
| 3M | +7.6% | +6.3% | +1.3% | +3.9% |
| 6M | +87.0% | +16.5% | +70.5% | +71.5% |
| YTD | +96.5% | -20.3% | +116.8% | +113.1% |
| 1Y | +92.9% | -29.8% | +122.7% | +120.4% |
| 3Y | +139.8% | +63.2% | +76.7% | +68.2% |
| 5Y | +151.3% | +68.0% | +83.4% | +68.4% |
| All | +2,072.5% | +710.9% | +1,361.6% | +740.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling