+696.7%
KKR vs FE
+114.2%
+582.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | -6.2% | -1.4% | -4.8% | -5.8% |
| 30D | -8.9% | -1.9% | -7.0% | -8.3% |
| 3M | +6.3% | -0.2% | +6.4% | +6.1% |
| 6M | +16.5% | -7.1% | +23.5% | +18.8% |
| YTD | -20.3% | +6.1% | -26.4% | -22.5% |
| 1Y | -29.8% | +10.1% | -39.9% | -32.7% |
| 3Y | +63.2% | +46.9% | +16.3% | +38.6% |
| 5Y | +68.0% | +50.0% | +18.0% | +41.3% |
| All | +696.7% | +114.2% | +582.5% | +572.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 10y: compounded portfolio wealth divided by compounded FE 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…
10y analysis · Full analysis span regression · 6 months rolling