+644.9%
KKR vs FN
+763.2%
-118.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.1% | +1.3% | -1.8% |
| 7D | -1.1% | +20.8% | -21.9% | -6.2% |
| 30D | +11.5% | -17.3% | +28.8% | +14.9% |
| 3M | -12.4% | -38.1% | +25.8% | -3.8% |
| 6M | -1.9% | -44.2% | +42.3% | +7.6% |
| YTD | -23.3% | -22.3% | -1.0% | -26.6% |
| 1Y | -20.4% | -20.9% | +0.5% | -24.8% |
| 3Y | +56.1% | +111.1% | -55.0% | -0.7% |
| 5Y | +28.4% | +191.8% | -163.4% | -29.5% |
| All | +644.9% | +763.2% | -118.3% | +200.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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