+1,716.3%
KKR vs FITB
+564.5%
+1,151.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.5% |
| 7D | -0.6% | +2.8% | -3.5% | -2.2% |
| 30D | +3.0% | -4.5% | +7.6% | +5.7% |
| 3M | +13.6% | +5.7% | +8.0% | +9.9% |
| 6M | +16.2% | +17.1% | -0.9% | +5.7% |
| YTD | -16.6% | +18.3% | -34.9% | -24.7% |
| 1Y | -23.2% | +23.9% | -47.1% | -32.4% |
| 3Y | +71.7% | +131.1% | -59.4% | +7.2% |
| 5Y | +74.8% | +71.1% | +3.7% | +26.3% |
| 10Y | +711.6% | +283.9% | +427.7% | +221.6% |
| All | +1,716.3% | +564.5% | +1,151.8% | +374.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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