+651.4%
KKR vs FFIV
+118.6%
+532.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.7% | +3.6% | +2.3% |
| 7D | +1.6% | -0.5% | +2.2% | +1.9% |
| 30D | +14.5% | -32.4% | +46.9% | +38.3% |
| 3M | -15.0% | -25.7% | +10.7% | -3.5% |
| 6M | +1.0% | -13.5% | +14.5% | +3.5% |
| YTD | -22.6% | +21.1% | -43.8% | -36.3% |
| 1Y | -18.2% | +29.4% | -47.6% | -35.3% |
| 3Y | +56.4% | +94.9% | -38.5% | -4.0% |
| 5Y | +29.6% | +34.7% | -5.2% | -3.7% |
| All | +651.4% | +118.6% | +532.8% | +292.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 FFIV 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