+72.6%
KKR vs FDX
+63.0%
+9.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.6% | 0.0% | -0.8% |
| 7D | -2.2% | -2.3% | +0.1% | -1.0% |
| 30D | +0.3% | -4.9% | +5.1% | +2.7% |
| 3M | +8.8% | -6.5% | +15.3% | +12.0% |
| 6M | +14.9% | +6.7% | +8.2% | +9.7% |
| YTD | -17.9% | +33.9% | -51.8% | -30.9% |
| 1Y | -23.7% | +72.2% | -95.9% | -43.9% |
| 3Y | +69.1% | +60.2% | +8.8% | +23.6% |
| 5Y | +72.6% | +62.9% | +9.6% | +18.9% |
| All | +72.6% | +63.0% | +9.6% | +18.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling