+68.0%
KKR vs FDX
+59.1%
+8.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | 0.0% | -0.9% |
| 7D | -2.2% | -2.3% | +0.1% | -1.2% |
| 30D | +0.3% | -4.9% | +5.1% | +2.4% |
| 3M | +8.8% | -6.5% | +15.3% | +11.7% |
| 6M | +14.9% | +6.7% | +8.2% | +10.3% |
| YTD | -17.9% | +33.9% | -51.8% | -29.9% |
| 1Y | -23.7% | +72.2% | -95.9% | -42.6% |
| All | +68.0% | +59.1% | +8.9% | +23.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling