+1,750.7%
KKR vs FHN
+205.4%
+1,545.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.8% | -1.8% |
| 7D | -0.9% | +1.2% | -2.1% | -1.4% |
| 30D | +2.2% | -4.7% | +6.9% | +4.4% |
| 3M | +13.1% | +3.5% | +9.5% | +11.0% |
| 6M | +15.3% | +7.8% | +7.4% | +11.1% |
| YTD | -15.0% | +5.9% | -20.9% | -17.5% |
| 1Y | -21.0% | +12.5% | -33.5% | -25.5% |
| 3Y | +76.7% | +117.2% | -40.5% | +24.6% |
| 5Y | +74.3% | +86.5% | -12.2% | +18.7% |
| 10Y | +753.7% | +125.7% | +628.0% | +359.9% |
| All | +1,750.7% | +205.4% | +1,545.3% | +638.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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