+72.6%
KKR vs FFIV
+100.0%
-27.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.9% | -5.4% | -4.0% |
| 7D | -2.2% | +3.5% | -5.7% | -4.4% |
| 30D | +0.3% | -1.3% | +1.6% | +0.7% |
| 3M | +8.8% | +2.4% | +6.4% | +5.8% |
| 6M | +14.9% | +41.8% | -26.9% | -11.9% |
| YTD | -17.9% | +58.5% | -76.4% | -42.1% |
| 1Y | -23.7% | +24.3% | -48.0% | -36.6% |
| 3Y | +69.1% | +152.0% | -83.0% | -15.9% |
| 5Y | +72.6% | +99.1% | -26.6% | -1.1% |
| All | +72.6% | +100.0% | -27.4% | -1.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling