+695.1%
KKR vs FLUT
-11.0%
+706.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -3.0% |
| 7D | -8.1% | -3.6% | -4.5% | -7.4% |
| 30D | -9.1% | -0.3% | -8.8% | -9.2% |
| 3M | +6.4% | -12.6% | +19.0% | +8.7% |
| 6M | +12.6% | -8.0% | +20.6% | +13.5% |
| YTD | -20.4% | -54.1% | +33.7% | -8.3% |
| 1Y | -27.1% | -66.1% | +39.1% | -11.4% |
| 3Y | +63.8% | -45.0% | +108.9% | +83.4% |
| 5Y | +67.6% | -51.2% | +118.8% | +78.9% |
| All | +695.1% | -11.0% | +706.1% | +728.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FLUT.
Daily Out/Under-Performance
Portfolio return minus FLUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLUT 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 FLUT 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