-13.7%
KKR vs FDX
+65.6%
-79.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +3.6% | +2.0% | +4.5% |
| 7D | +8.9% | +8.1% | +0.8% | +6.6% |
| 30D | +12.7% | +13.9% | -1.3% | +8.7% |
| 3M | -6.2% | +5.5% | -11.7% | -7.6% |
| 6M | -1.5% | +15.1% | -16.7% | -4.9% |
| YTD | -20.1% | +43.2% | -63.2% | -31.2% |
| 1Y | -13.7% | +65.0% | -78.8% | -31.2% |
| All | -13.7% | +65.6% | -79.3% | -31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 1y: compounded portfolio wealth divided by compounded FDX 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…
1y analysis · Full analysis span regression · 6 months rolling