+651.4%
KKR vs FLUT
-26.8%
+678.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.1% |
| 7D | +1.6% | -0.7% | +2.3% | +1.8% |
| 30D | +14.5% | +9.3% | +5.3% | +12.4% |
| 3M | -15.0% | -17.5% | +2.5% | -12.0% |
| 6M | +1.0% | -14.6% | +15.6% | +3.1% |
| YTD | -22.6% | -62.3% | +39.6% | -7.6% |
| 1Y | -18.2% | -59.6% | +41.4% | -3.6% |
| 3Y | +56.4% | -45.3% | +101.7% | +77.6% |
| 5Y | +29.6% | -50.4% | +80.0% | +42.7% |
| All | +651.4% | -26.8% | +678.3% | +715.4% |
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