+1,618.7%
KKR vs FFIV
+309.0%
+1,309.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.6% | -1.1% |
| 7D | -1.3% | -2.9% | +1.7% | -0.1% |
| 30D | +9.3% | -32.4% | +41.7% | +26.5% |
| 3M | -9.8% | -22.7% | +12.9% | -2.0% |
| 6M | +1.0% | -10.7% | +11.7% | +2.4% |
| YTD | -21.1% | +25.4% | -46.4% | -31.5% |
| 1Y | -17.0% | +34.2% | -51.1% | -30.0% |
| 3Y | +60.6% | +101.2% | -40.6% | +14.6% |
| 5Y | +33.6% | +42.0% | -8.4% | +8.8% |
| 10Y | +687.0% | +126.7% | +560.3% | +424.1% |
| All | +1,618.7% | +309.0% | +1,309.7% | +743.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling