+69.9%
KKR vs FGI
-69.8%
+139.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.9% | -3.7% | -1.9% |
| 7D | -0.6% | +5.2% | -5.8% | -0.8% |
| 30D | +3.0% | +65.2% | -62.2% | -0.1% |
| 3M | +13.6% | +30.2% | -16.5% | +10.7% |
| 6M | +16.2% | +87.8% | -71.6% | +10.0% |
| YTD | -16.6% | +32.5% | -49.0% | -20.2% |
| 1Y | -23.2% | +93.6% | -116.8% | -28.6% |
| 3Y | +71.7% | -2.6% | +74.3% | +61.8% |
| All | +69.9% | -69.8% | +139.7% | +66.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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