+695.1%
KKR vs FFIV
+238.2%
+456.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.6% | -2.2% |
| 7D | -8.1% | +1.6% | -9.7% | -9.0% |
| 30D | -9.1% | -3.7% | -5.4% | -7.4% |
| 3M | +6.4% | +2.0% | +4.4% | +4.1% |
| 6M | +12.6% | +39.3% | -26.7% | -9.7% |
| YTD | -20.4% | +56.1% | -76.5% | -40.6% |
| 1Y | -27.1% | +22.0% | -49.0% | -37.2% |
| 3Y | +63.8% | +148.2% | -84.4% | -7.4% |
| 5Y | +67.6% | +96.3% | -28.7% | +6.1% |
| All | +695.1% | +238.2% | +456.9% | +281.7% |
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