+711.6%
KKR vs FN
+882.3%
-170.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.2% | -4.0% | -2.4% |
| 7D | -0.6% | +3.5% | -4.2% | -1.6% |
| 30D | +3.0% | -26.0% | +29.0% | +10.4% |
| 3M | +13.6% | -33.3% | +46.9% | +23.3% |
| 6M | +16.2% | -14.9% | +31.1% | +13.6% |
| YTD | -16.6% | -8.6% | -8.0% | -21.5% |
| 1Y | -23.2% | +12.3% | -35.5% | -33.3% |
| 3Y | +71.7% | +174.4% | -102.7% | +4.2% |
| 5Y | +74.8% | +296.4% | -221.6% | -9.6% |
| 10Y | +711.6% | +890.0% | -178.5% | +214.3% |
| All | +711.6% | +882.3% | -170.8% | +214.3% |
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