+651.4%
KKR vs FN
+700.1%
-48.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -7.3% | +8.2% | +2.7% |
| 7D | +1.6% | +0.3% | +1.4% | +1.2% |
| 30D | +14.5% | -16.5% | +31.1% | +17.6% |
| 3M | -15.0% | -42.1% | +27.1% | -5.2% |
| 6M | +1.0% | -52.9% | +53.9% | +16.2% |
| YTD | -22.6% | -28.0% | +5.3% | -24.6% |
| 1Y | -18.2% | -18.5% | +0.3% | -23.7% |
| 3Y | +56.4% | +93.9% | -37.5% | +1.6% |
| 5Y | +29.6% | +170.5% | -140.9% | -27.7% |
| All | +651.4% | +700.1% | -48.7% | +208.1% |
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