+651.4%
KKR vs FAST
+541.9%
+109.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FAST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.2% |
| 7D | +1.6% | +4.2% | -2.5% | -0.7% |
| 30D | +14.5% | +6.7% | +7.9% | +10.4% |
| 3M | -15.0% | +8.0% | -23.0% | -18.7% |
| 6M | +1.0% | +27.4% | -26.4% | -12.5% |
| YTD | -22.6% | +40.5% | -63.1% | -37.7% |
| 1Y | -18.2% | +38.4% | -56.6% | -33.5% |
| 3Y | +56.4% | +98.7% | -42.3% | +0.3% |
| 5Y | +29.6% | +106.7% | -77.1% | -19.8% |
| All | +651.4% | +541.9% | +109.6% | +178.5% |
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