+1,750.7%
KKR vs FE
+159.7%
+1,591.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.3% | -1.7% |
| 7D | -0.9% | +1.9% | -2.8% | -1.5% |
| 30D | +2.2% | -1.2% | +3.3% | +2.5% |
| 3M | +13.1% | +3.5% | +9.6% | +11.5% |
| 6M | +15.3% | -6.1% | +21.3% | +17.2% |
| YTD | -15.0% | +7.6% | -22.6% | -17.8% |
| 1Y | -21.0% | +11.9% | -32.9% | -24.8% |
| 3Y | +76.7% | +48.4% | +28.3% | +48.8% |
| 5Y | +74.3% | +44.8% | +29.6% | +47.6% |
| 10Y | +753.7% | +115.9% | +637.8% | +512.3% |
| All | +1,750.7% | +159.7% | +1,591.0% | +1,069.6% |
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 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