-18.2%
KKR vs FGI
+17.8%
-36.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -25.2% | +26.1% | +1.6% |
| 7D | +1.6% | -14.4% | +16.0% | +1.9% |
| 30D | +14.5% | -11.8% | +26.3% | +14.7% |
| 3M | -15.0% | -46.2% | +31.3% | -13.8% |
| 6M | +1.0% | +5.2% | -4.1% | -1.6% |
| YTD | -22.6% | +10.5% | -33.2% | -25.7% |
| 1Y | -18.2% | +25.5% | -43.7% | -23.1% |
| All | -18.2% | +17.8% | -36.0% | -23.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling