+1,750.7%
KKR vs FDX
+517.1%
+1,233.5%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.3% | -1.5% |
| 7D | -0.9% | -2.5% | +1.7% | +0.5% |
| 30D | +2.2% | +3.8% | -1.6% | 0.0% |
| 3M | +13.1% | -1.3% | +14.4% | +13.3% |
| 6M | +15.3% | +5.0% | +10.2% | +10.5% |
| YTD | -15.0% | +39.6% | -54.7% | -31.2% |
| 1Y | -21.0% | +81.1% | -102.1% | -45.0% |
| 3Y | +76.7% | +63.0% | +13.7% | +25.7% |
| 5Y | +74.3% | +65.6% | +8.7% | +18.6% |
| 10Y | +753.7% | +183.4% | +570.4% | +267.8% |
| All | +1,750.7% | +517.1% | +1,233.5% | +318.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling