+26.3%
KKR vs FE
+47.5%
-21.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.4% | -1.7% |
| 7D | +2.2% | 0.0% | +2.3% | +2.2% |
| 30D | +7.6% | +5.2% | +2.4% | +6.1% |
| 3M | -6.5% | 0.0% | -6.4% | -6.5% |
| 6M | -3.9% | +5.0% | -8.9% | -5.4% |
| YTD | -23.9% | +7.9% | -31.8% | -26.4% |
| 1Y | -18.5% | +6.3% | -24.9% | -20.9% |
| 3Y | +65.8% | +46.0% | +19.8% | +37.3% |
| All | +26.3% | +47.5% | -21.1% | +5.0% |
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