+162.8%
FTNT vs KKR
+64.7%
+98.1%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +1.1% |
| 3M | +7.6% | +6.3% | +1.3% | +3.9% |
| 6M | +87.0% | +16.5% | +70.5% | +71.7% |
| YTD | +96.5% | -20.3% | +116.8% | +113.3% |
| 1Y | +92.9% | -29.8% | +122.7% | +121.0% |
| 3Y | +139.8% | +63.2% | +76.7% | +60.2% |
| All | +162.8% | +64.7% | +98.1% | +70.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling