+1,750.7%
KKR vs FFIV
+399.1%
+1,351.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.7% |
| 7D | -0.9% | -1.0% | +0.1% | -0.5% |
| 30D | +2.2% | -5.1% | +7.2% | +4.3% |
| 3M | +13.1% | -4.5% | +17.5% | +14.6% |
| 6M | +15.3% | +36.5% | -21.2% | -0.9% |
| YTD | -15.0% | +53.0% | -68.0% | -30.5% |
| 1Y | -21.0% | +24.2% | -45.2% | -29.6% |
| 3Y | +76.7% | +137.2% | -60.5% | +20.5% |
| 5Y | +74.3% | +91.8% | -17.4% | +28.7% |
| 10Y | +753.7% | +215.2% | +538.6% | +414.0% |
| All | +1,750.7% | +399.1% | +1,351.6% | +755.9% |
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