+1,569.8%
KKR vs FE
+160.8%
+1,409.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.1% | -2.8% | -2.8% |
| 7D | -1.1% | -0.3% | -0.8% | -1.0% |
| 30D | +11.5% | +3.9% | +7.6% | +10.1% |
| 3M | -12.4% | -0.1% | -12.3% | -12.3% |
| 6M | -1.9% | +6.1% | -8.0% | -4.1% |
| YTD | -23.3% | +8.1% | -31.4% | -26.0% |
| 1Y | -20.4% | +4.4% | -24.9% | -22.3% |
| 3Y | +56.1% | +49.0% | +7.0% | +31.3% |
| 5Y | +28.4% | +46.1% | -17.7% | +8.5% |
| 10Y | +664.6% | +122.6% | +542.0% | +443.9% |
| All | +1,569.8% | +160.8% | +1,409.0% | +954.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling