+71.7%
KKR vs FFIV
+141.9%
-70.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.6% | -1.7% |
| 7D | -0.6% | -1.5% | +0.9% | +0.2% |
| 30D | +3.0% | -2.7% | +5.7% | +4.3% |
| 3M | +13.6% | -1.7% | +15.3% | +13.5% |
| 6M | +16.2% | +36.1% | -19.9% | -6.9% |
| YTD | -16.6% | +52.6% | -69.2% | -38.4% |
| 1Y | -23.2% | +21.5% | -44.7% | -34.2% |
| 3Y | +71.7% | +142.7% | -71.0% | -4.4% |
| All | +71.7% | +141.9% | -70.2% | -4.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling