+79.0%
KKR vs FAST
+100.5%
-21.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FAST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.6% | -2.3% |
| 7D | -0.9% | -0.4% | -0.5% | -0.7% |
| 30D | +2.2% | -0.8% | +2.9% | +2.5% |
| 3M | +13.1% | +5.8% | +7.3% | +9.0% |
| 6M | +15.3% | +8.0% | +7.3% | +8.5% |
| YTD | -15.0% | +25.6% | -40.6% | -27.9% |
| 1Y | -21.0% | +0.8% | -21.8% | -22.8% |
| 3Y | +76.7% | +86.1% | -9.4% | +9.2% |
| All | +79.0% | +100.5% | -21.5% | +2.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling