+711.6%
KKR vs FAST
+506.4%
+205.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FAST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.4% | -1.6% |
| 7D | -0.6% | +1.3% | -1.9% | -1.4% |
| 30D | +3.0% | -4.7% | +7.8% | +5.8% |
| 3M | +13.6% | +7.9% | +5.7% | +8.5% |
| 6M | +16.2% | +7.4% | +8.8% | +10.2% |
| YTD | -16.6% | +25.1% | -41.7% | -27.9% |
| 1Y | -23.2% | +4.7% | -27.9% | -26.7% |
| 3Y | +71.7% | +94.7% | -23.0% | +11.6% |
| 5Y | +74.8% | +106.8% | -31.9% | +9.4% |
| 10Y | +711.6% | +507.7% | +203.9% | +217.4% |
| All | +711.6% | +506.4% | +205.2% | +217.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FAST.
Daily Out/Under-Performance
Portfolio return minus FAST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FAST 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 FAST 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