+74.8%
KKR vs FE
+48.2%
+26.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.7% |
| 7D | -0.6% | +0.6% | -1.3% | -0.8% |
| 30D | +3.0% | -2.1% | +5.2% | +3.6% |
| 3M | +13.6% | +2.6% | +11.0% | +12.6% |
| 6M | +16.2% | -6.8% | +23.0% | +18.2% |
| YTD | -16.6% | +6.9% | -23.5% | -19.1% |
| 1Y | -23.2% | +11.6% | -34.8% | -26.8% |
| 3Y | +71.7% | +47.7% | +24.0% | +41.2% |
| 5Y | +74.8% | +46.2% | +28.6% | +44.8% |
| All | +74.8% | +48.2% | +26.6% | +44.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling